At Legacy Wealth Partners, Inc. we are a team of independent financial professionals focused on providing customized investment strategies and outstanding service to our clients. Our rich investment advisory experience enables us to craft a fully integrated wealth plan that embraces all aspects of a client's life. From those looking toward retirement or college, to maximizing wealth for the next generation, or to minimizing tax exposure, our process provides solutions based on the client's overall investment goals. We have the client – and only the client - in mind when developing a fully personalized portfolio. We take an analytic look at a variety of financial strategies and how these may impact future cash flow and the ability to reach the client's goals. To help ensure each client's plan moves in sync with their goals, asset allocations are monitored and re-balanced based on changes in market conditions, client situations and future ambitions. Our mission is as consistent as the attention it provides: to have a trusted, enduring relationship with clients – helping to grow and preserve their wealth while achieving their personal milestones and long-term goals. Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.