About Us

Legacy Private Wealth Partners

Legacy Private Wealth Partners is an independent wealth management firm dedicated to helping our clients preserve and grow their hard-earned wealth, while protecting their legacy.

We provide personalized wealth management services with a focus on consistency, accessibility, and communication to provide personalized wealth management as client goals evolve over time. We prioritize building relationships based on trust and care, going beyond business transactions to truly partner with our clients.

Who We Serve


We serve investors looking for guidance through changing times and are a partner in their financial growth and success.


We serve advisors who want to remain independent and be part of a community of professionals, supporting and growing their practices.