Legacy Wealth Management is a fully integrated financial planning and investment boutique, specializing in Total Wealthcare (TM). At Legacy Wealth Management & IPC Securities Corporation, we make a commitment to the families, businesses and individuals we partner with. Our focus is to provide strategies and solutions that are integral to your financial peace of mind, now and in future.
10 July, 2017
Sudden Wealth. Now What?... Read More
27 May, 2017
Dick Haas is here to tell you that retirement planning doesn’t always work out quite as smoothly as the online calculators suggest... Read More
The saving and investing plans that got you “to” retirement are markedly different from the patterns that will get you “through” retirement. Our team has specialized expertise that combines tax and estate planning to help you make the most efficient use of your assets in retirement.