Legacy Wealth Advisors was founded to provide comprehensive wealth management for a select group of individuals who are at a critical point in their financial lives: The Distribution Phase. After years of hard work, diligent savings, and a focus on accumulating your retirement savings you need a specialist to help you draft your retirement blueprints.

Everyone should have a plan for retirement. A well-crafted financial plan needs to be built on a solid foundation by maximizing all of your fixed income sources (Pensions and Social Security). We believe before anyone can invest your money you need to understand how to distribute your assets in a way that will help enhance your income and seek to avoid unnecessary taxes.

We want to understand what is important to you and have a clear picture of how you envision your retirement. We will customize a strategy just for you and your family that will help address all of your goals. We will continually monitor and adjust your plan based on life changes, new tax laws, and market fluctuations.