A complete list of active advisors currently associated with Legacy Wealth Group
Warmer can help you find a great advisor at Legacy Wealth Group or one who fits your needs even better.
Legacy Wealth Group provides portfolio management, financial planning, and pension consulting to pension and other employee benefit plans, as well as to corporations, charitable organizations, and individuals. The firm prepares Investment Policy Statements, recommends and monitors money managers and plan investment options, and delivers written pension consulting plans for 401(k)-type arrangements. The firm’s investment approach combines modern portfolio theory with technical and charting analysis and employs both long- and short-term trading, including options strategies. Legacy Wealth Group generally manages accounts on a discretionary basis and tailors allocations and recommendations to client objectives, demographics, and documented risk tolerances. Noteworthy aspects of the firm include formal affiliations with an accounting practice and with insurance and broker-dealer activities, and the brochure discloses that certain supervised persons may receive compensation for insurance sales, which the firm says it will disclose and manage as a conflict of interest. The firm also offers hourly billing for financial planning work, provides dedicated pension consulting services for retirement plans, and operates with a very small advisory staff and no reported discretionary assets under management.
To learn more about the advisors currently working at Legacy Wealth Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Las Vegas, NV
| 21
|
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