Legacy Wealth Management
About us
Legacy Wealth Management’s mission is be your most trusted financial manager by providing comprehensive financial planning and wealth management services. Based in Plantation, FL, our firm’s three locations serve clients in the tri-county area (Miami-Dade, Broward, and Palm Beach) as well as clients in about half of the United States. Legacy Wealth Management’s mission to have a positive impact on the lives of our clients and their families is grounded in the core values of integrity and transparency. We strive to fulfill this mission every day by delivering personalized planning solutions and ongoing service that far exceeds clients’ expectations.