Legacy Wealth Management recommendations are built according to each individual client’s criteria and needs. They do not believe in generic “plans” but rather working with each person to create a conservative approach that will work towards concrete goals for the long term. Legacy Wealth Management prides themselves on the long-term relationships they maintain with clients and their ability to adapt to the changes and circumstances that life brings, making the best recommendations at every stage. They believe in the discipline to pursue solid goals, and ongoing open communication to help make them a reality. Scott maintains a CA insurance license (CA Insurance License # 0A89455) as well as security registrations 06, 07, 24, 26, 63, and 65 through Girard Securities, Inc. a registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Advisor. Securities offered through Girard Securities, Inc.: a registered broker/dealer, Member FINRA/SIPC, and SEC Registered Investment Advisor.