Legacy Wealth Management

Welcome to Legacy Wealth Management, a leading financial services firm dedicated to helping individuals, families, and businesses build, protect, and transfer wealth. Our mission is to empower our clients to live their legacies by providing them with the financial freedom and peace of mind they deserve.

At Legacy Wealth Management, we understand that everyone's financial situation and goals are unique. That's why we offer a comprehensive range of services tailored to meet the specific needs of our clients. Whether you're just starting out, building your legacy, or preparing for the next generation, we're here to help you navigate the complex world of finance and make informed decisions that will benefit you today and in the future.

Our Services

We believe in a holistic approach to wealth management, one that encompasses all aspects of our clients' financial lives. Here are some of the services we offer:

*Wealth Management*: Our team of experienced wealth managers will work with you to create a customized investment strategy designed to help you achieve your financial goals. We use a disciplined, tax-smart investing approach that takes into account your risk tolerance, time horizon, and unique circumstances.

*Financial Planning*: We offer comprehensive financial planning services that cover everything from retirement planning and education funding to estate planning and risk management. Our goal is to help you create a clear and actionable plan that will set you on the path to financial freedom.

*Insurance Services*: We offer a variety of insurance products to help protect your family, your business, and your assets. From life and disability insurance to long-term care and liability coverage, we'll help you find the right policies to fit your needs.

*Tax Planning*: Our team includes tax professionals who can help you minimize your tax burden and maximize your after-tax returns. We'll work with you to develop a tax-smart investing strategy that takes advantage of all available tax benefits.

*Educational Resources*: We believe in the importance of financial education and offer a variety of resources to help our clients stay informed and make smart decisions. From our blog and webinars to our free online seminars and live events, we're committed to providing you with the knowledge and tools you need to succeed.

Our Team

Our team is our greatest asset. Comprised of experienced professionals with diverse backgrounds and expertise, we are dedicated to providing our clients with the highest level of service and support. Our executive team includes Justin Martin, MBA, Managing Partner & CEO; Pete Covino, AWMA, Founder & Managing Partner; Andy Rad, Managing Partner & CIO; Sean Martin, Chief Operations Officer; Jeff West, J.D., Chief Compliance Officer; and Tami Wheeler, Director of HR & Exec Asst.

Our advisor team includes Sam Allman, Kyler Burke, Dave Condensa, CEPA, Brian Crane, Lydon Crane, CPA, Jacob Davelaar, Miguel Delgado, CFP, Ian Dunlap, CPA, CFP, Joseph Fisher, Acen Hansen, Babak (Bobby) Kooros, CLU, John Lane, MBA, CFP, Edward Malekan, CFF, Justin Maxwell, Rob Oakes, CPA, Shawn Ogawa, Michael Pond, CAIA, Benjamin Schamber, Carson Skaggs, Patrick Smith, Lincoln West, and Scott Wilson. Our operations and administrative team includes Jerri Beeman, Compliance Assistant; Jennifer Conner, Operations Support; Ella Gladysh, MBA, Advisor Assistant; Caleb Howard, Senior Portfolio Manager; and Riley Johnston, VP of Business Development.

Our Commitment

At Legacy Wealth Management, we are committed to helping our clients experience the freedom to go live their legacy. We are dedicated to providing the highest level of service and support, and to building long-lasting relationships based on trust, integrity, and transparency. We believe that every client deserves a customized solution that takes into account their unique circumstances and goals, and we are committed to delivering on that promise.

Thank you for considering Legacy Wealth Management as your partner in financial success. We look forward to the opportunity to work with you.