A complete list of active advisors currently associated with Legacy Wealth Management Inc.

Warmer can help you find a great advisor at Legacy Wealth Management Inc. or one who fits your needs even better.

Legacy Wealth Management Inc. provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, and businesses, overseeing roughly $251 million in client assets across several hundred accounts. The firm also hosts periodic, no‑fee educational seminars that are described in its brochure as general investment education rather than individualized advice. The firm builds portfolios around documented client objectives and risk tolerances, using fundamental, technical, and cyclical analysis and conducting quarterly account reviews to monitor allocation and performance. It may implement strategies directly or through third‑party programs, including a unified managed account (UMA) overlay program and SEI‑sponsored programs for eligible clients, and generally acts with discretionary authority when authorized. Noteworthy aspects include the regular public seminars (an uncommon service among similar team firms) and an affiliated insurance practice run by the firm’s principal, which the brochure discloses consumes about 25% of his time and may lead to recommendations for insurance products but is presented as optional for clients. The brochure also highlights operational choices that differ from some peers: the firm does not permit directed brokerage and does not routinely vote client proxies, leaving proxy voting to clients unless assistance is requested.

To learn more about the advisors currently working at Legacy Wealth Management Inc., 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.