Legacy Wealth Partners LLC
www.lwp-llc.comLegacy Wealth Partners is a full service, independent Financial Planning firm tailored to meet the needs of our clients. As a Fiduciary, we strongly believe that understanding you, and what makes your goals and ambitions unique, can lead to sound decisions that provide for a lifetime of success. We have carefully selected professionals on our team who are committed to delivering an exceptional client experience. Individuals on the team will work closely with you and your advisor to ensure comprehensive support for the many moving parts of your financial life. The people coming together to support you include specialists with designations and degrees ranging from ChFC®, CLU®, CFP®, MBA®, and FLMI® to RICP®.
Read moreLegacy Wealth Partners is a full service, independent Financial Planning firm tailored to meet the needs of our clients. As a Fiduciary, we strongly believe that understanding you, and what makes your goals and ambitions unique, can lead to sound decisions that provide for a lifetime of success. We have carefully selected professionals on our team who are committed to delivering an exceptional client experience. Individuals on the team will work closely with you and your advisor to ensure comprehensive support for the many moving parts of your financial life. The people coming together to support you include specialists with designations and degrees ranging from ChFC®, CLU®, CFP®, MBA®, and FLMI® to RICP®.
Read moreCountry
State
Colorado
City (Headquarters)
Greenwood Village
Employees
11-50
Founded
2009
Estimated Revenue
$1 to $1,000,000
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President
Email ****** @****.comPhone (***) ****-****President
Email ****** @****.comPhone (***) ****-****Managing Partner
Email ****** @****.comPhone (***) ****-****Relationship Manager - Insurance
Email ****** @****.comPhone (***) ****-****
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