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.

Wealth Services

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.


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


Investment Planning

How can you make the money you have work for you?

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Tax Planning

Paying taxes is a certainty, but we help ensure it won’t obliterate your finances.

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Income Protection

Safeguarding your hard-earned money from common pitfalls.

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Retirement Planning

Making sure you’re set when the time comes.

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Business Planning

Keeping an eye on the future of your business.

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Estate Planning

What happens to your wealth after you’re gone?

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Protecting your finances from the unexpected, like death or disability

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Education Planning

Preparing for the rising cost of college for your loved ones.

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Debt Management

Maintaining efficient credit oversight.

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Specialized Situations

Asking those difficult “What if?” questions.

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