On April 30th 2024, the Legacy Wealth Management team entered into a partnership with Avantax Planning Partners SM. This partnership will allow us to expand the services we provide you and leverage the Avantax operational expertise. Your service from Legacy Wealth Management will not change, your accounts and login information will stay the same. The only difference you may notice is the brand changing to Avantax Planning Partners. If you have any questions, please contact us as usual.

Please note that this website will be transitioned to www.avantax.com on June 30, 2024.

Estate Planning

  • Wealth Transfer and Tax Reduction
  • Charitable Giving
  • Trust Services

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