Based in Plantation, FL, our firm’s three locations serve clients in the tri-county area (Miami-Dade, Broward, and Palm Beach) as well as clients across the United States. Our financial professionals have over 175 years of combined experience working with complex financial matters.
Legacy Wealth Management’s mission is to have a positive impact on the lives of our clients and their families. This mission is grounded in the core values of integrity and transparency. We strive to fulfill on this every day by delivering personalized planning solutions and ongoing service that far exceeds clients’ expectations.
Securities offered through LPL Financial, Member FINRA/SIPC. Advisory Services offered through LWM Advisory Services, LLC, a registered investment advisor. Legacy Wealth Management and LWM Advisory Services, LLC are separate entities from LPL Financial.