Legacy Wealth Planning, LLC

Legacy Wealth Planning was designed as a small boutique firm that provides holistic wealth management services for our clients. As a founding member of National Advisors Trust Company, we combine the trust expertise from them with the tax knowledge supplied by our partnering CPA firm and our planning and investment management disciplines to facilitate the on-going wealth management process. The investment management function is directed by us and supported by a group of highly credentialed investment professionals who use predominantly exchange traded funds in their allocation models. This produces many tax and cost advantages for our clients.  Finally, we pride ourselves on being completely transparent with all costs associated with the wealth management process and making our clients a growing part of our business family through quick responsive service.