Legacy Wealth Management

Our team consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping you work towards your dreams.

As your Financial Professionals, we strive to do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach in order to pursue your objectives.He has been working in the financial services industry for 19 years.

As a fee-only and fiduciary firm, providing you with the knowledge and resources you need to be successful is what we do best. Without commission incentives and conflicts of interests in the picture, we're able to deliver recommendations that solely serve your best interests.

There's a lot of technical jargon in this industry, and we want to make sure the solutions we create are easy-to-understand so you can apply our insights throughout your day-to-day life.We are firm believers that anything is possible, and whatever challenges that come up along the way simply exist to guide us in the right direction.

At Legacy Wealth Management, we believe small businesses are paramount to a small town like Charleston. You are the lifeblood of our community, driving job creation and offering our small town with fresh, innovative ideas and solutions. As a small business owner, we know you've got a lot on your plate, between working long hours and ensuring the viability of your business, all while handling an incredible amount of tasks of your own.

A crucial first step is to decide what your money will buy. Your answer will help us decide how to enrich what you want to have with the objective of having it ready in the right amounts at the right time. Preserving your money is a matter of finding the appropriate combination of tools for you. It isn't just about your risk tolerance or tax strategy; it's also about things you've never considered.

There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors. As these objectives change, we'll strategically adjust our approach according to the current state of the market so you continue to generate returns.