Commitment. Integrity. Focus. Every Step of the Way

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.


Latest Blog Posts

What is Wealth

Filed Under: Wealth Management

29 November, 2017

Wealth is about community, good health and service to others for Rachel Talton. Ms. Talton, 52, is founder of the Flourish Confere... Read More

The 27 Best Budget Travel Destinations For 2018

Filed Under: Financial Planning

29 November, 2017

From Senegal to China to Mexico, Forbes’ 2018 list of budget travel destinations is better than ever before. And with an all-star ... Read More

Retirement Income Planning

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.

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