Legacy Wealth Management

Allow the team at Legacy Wealth Management, LLC, to provide comprehensive financial planning, leaving a legacy for generations to come. “Your future, your way!”

Whether you want to plan for a comfortable retirement, protect your business assets, or fund your grandchild’s education, you have important financial goals. Our team approach with our CPA partners at JCCS, PC and independent broker-dealer, Avantax Wealth Managementsm, ensures our clients are offered tax-centric wealth management advice with our client’s best interests in mind.




You want your business to be successful today — and into the future and to send your kids to college.  You want to retire when you want to, and on your own terms. And then you want to leave a legacy for those who will follow.

Team Approach

Who will build this specially tailored plan? Our team of experienced professionals and YOU working together.



Gone is the daunting, complex process. Ours utilizes five steps.

  • We Meet
  • Develop Your Vision
  • Create Your Plan
  • Plan Execution
  • Frequent Monitoring

Method 10®

We call it Method 10®. And it’s geared toward one purpose: your long-term success

By systematically addressing the following 10 key financial issues, you and your financial advisor can implement comprehensive financial solutions.


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Method 10® is the property of Avantax Wealth Managementsm 2020.  All Rights Reserved.