Legacy Wealth Partners LLC

www.lwp-llc.com

Legacy 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®.

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Legacy 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®.

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Country

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State

Colorado

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City (Headquarters)

Greenwood Village

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Employees

11-50

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Founded

2009

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • President

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Relationship Manager - Insurance

    Email ****** @****.com
    Phone (***) ****-****

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