Legacy Wealth Management is an independent financial planning and investment advisory group based in Woburn, MA. They take a comprehensive approach to designing investment plans, helping clients streamline and organize their financial picture. With a team of experienced wealth managers and client service specialists, they offer personalized solutions tailored to each client's unique circumstances, ensuring their overall financial wellness.
Legacy Wealth Management works with a network of trusted professionals, including CPAs and attorneys, to develop holistic financial plans. They also have alliances with world-class companies and access to in-house specialists, providing expanded offerings and resources to their clients. Serving people at all stages of life, from young career couples to retirees, they offer consultations to explore if their firm is the right fit for each individual's financial needs.
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