Legacy Wealth Partners

Legacy Wealth Partners is an exclusive group of financial services professionals who joined together to target the unique needs of affluent families who are preparing for or are already in retirement. Through our office in Woodland Hills, California, our advisors have been serving established families in the local area and around the country for years. We use a holistic wealth planning approach to address all of our clients' financial needs, including: tax planning and preparation, investment management, retirement planning, protection planning, and estate planning. Our mission is to empower our clients to gain greater control over their financial lives, reduce stress, and increase peace of mind. We view each client relationship as a partnership, one that we hope will last a lifetime.