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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

Claim new and little-used deductions and credits to save tax

Filed Under: Tax Planning

30 January, 2018

Claim new and little-used deductions and credits to save tax... Read More

The five pillars of tax planning that can save you big money

Filed Under: Tax Planning

29 January, 2018

The five pillars of tax planning that can save you big money... 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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