LEGACY WEALTH MANAGEMENT

At Legacy Wealth Management, it is our goal to help all of our clients create a comprehensive financial plan that is designed to secure their financial future and also to ensure peace of mind for themselves and for their loved ones... At Legacy Wealth Management, we are in the business of helping people, and that's what we strive to do every day. We help our clients save money, we help businesses reduce risk, and help families to protect and preserve their financial futures... As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Legacy Wealth Management, we work hard to bring our clients financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.

Primary location: Charlotte United States