A complete list of active advisors currently associated with Legacy Wealth Management, LLC

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

Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, while also serving corporations, foundations, and endowments when appropriate. The firm generally manages client accounts on a discretionary basis, will accept non‑discretionary engagements, and occasionally serves as a sub-adviser to other investment advisers. LWM employs in-house, fundamental analysis and pursues a long-term, conservative growth strategy, constructing portfolios largely from individual securities rather than model portfolios or black‑box strategies. Its research process emphasizes thematic ideas that are not yet widely priced into markets, seeks profitable industry leaders with sustainable revenue and earnings growth, and gives limited attention to third‑party Wall Street research. Distinctive features include a relatively small client base (about 96 clients) managing roughly $458 million in assets, a stated minimum account size that tends to focus relationships on larger accounts, and the firm’s practice of generally providing financial planning only in conjunction with portfolio management. LWM also does not vote client proxies (custodians deliver proxy materials directly), notes that it delivers services through software (and the attendant operational risks), and may share sub‑advisory arrangements and fees with other advisers.

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