Welcome to Legacy Wealth Advisors
Located at the “train station” in St. Albans, MO; Legacy Wealth Advisors, Inc. (LWA) is a part of a network of wealth advisors, accountants, attorneys, insurance professionals, and mortgage bankers. Legacy Wealth Advisors, Inc. is a locally recognized wealth advisory firm for individuals and other accountants and financial advisors.
Legacy Wealth Advisors, Inc. was established to help individuals in or nearing retirement. Our belief is that most individuals and organizations with substantial wealth have delegated portions of their portfolio to several professionals, yet have not assigned anyone to look after the whole life plan.
We ask the question, “ How often does your attorney get together with your financial professionals to coordinate the recommendations of your accountant or insurance agent to help align a single, cohesive life plan designed to meet your long-term financial objectives?” Often the answer is never!
As a network of advisors, with partners having more than 50 years of combined individual experience, we can help you coordinate your financial goals and create a life plan that is custom designed to fit you and your family’s objectives. We welcome the opportunity to schedule a complimentary consultation to review your current arrangements.
All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Securities licensed associates of Legacy Wealth Advisors, are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through NATIONAL PLANNING CORP. (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser, Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made absent to compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Mortgage, accounting and tax preparation, and legal services are offered through unrelated, third party companies. Legacy Wealth Advisors and NPC are separate and unrelated companies.
Legacy Wealth Advisors has been recognized as a FIVE STAR: Best in Client SatisfactionSM Wealth Manager based on a client survey conducted by an independent third party. The opinions of those who responded to the survey may not be representative of the experience of other respondents. The Five Star award is not based on investment performance nor is it an indication of future performance. Respondents were not paid to participate in this survey.