Legacy Wealth Management
Allow the team at Legacy Wealth Management, LLC, to provide comprehensive financial planning, leaving a legacy for generations to come. “Your future, your way!”
Whether you want to plan for a comfortable retirement, protect your business assets, or fund your grandchild’s education, you have important financial goals. Our team approach with our CPA partners at JCCS, PC and independent broker-dealer, Avantax Wealth Managementsm, ensures our clients are offered tax-centric wealth management advice with our client’s best interests in mind.