Legacy Partners Wealth Management
Company

Legacy Partners Wealth Management

Financial Services 100 Sterling Pkwy 6 employees
Employees
6
Contacts
1
Emails
1
Phones
1

Legacy Partners Wealth Management Overview

Headquarters
100 Sterling Pkwy
Industry
Financial Services
Employees
6
Founded
2024
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Legacy Partners Wealth Management

Legacy Partners Wealth Management (LPWM) is a team of committed advocates that focuses on helping to empower our clients to achieve their desired futures. With a collective experience exceeding 50 years, our seasoned advisors bring a wealth of knowledge and expertise to the table. From retirement planning to wealth management, we provide personalized solutions designed to help you achieve your financial goals. Here at Legacy Partners, transparency, integrity and a commitment to putting our clients first are the cornerstone of what we do. We pride ourselves on building long-lasting relationships, treating each individual as a valued member of our extended family. This is because our dedication extends beyond financial considerations; it encompasses building trust, fulfilling aspirations, and establishing legacies that will endure for generations.

Legacy Partners Wealth Management Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

Legacy Partners Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Michael Feliciano Studying at Puritan Reformed
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Tony Feliciano Managing Partner, Legacy Partners
Email Phone
Keith Russell, Cfp®, Bfa™, Cpfa™ Financial Planner
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Employees by Management Level

Individual contributor 3 profiles

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