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

Sudden Wealth. Now What?

Filed Under: Wealth Management

10 July, 2017

Sudden Wealth. Now What?... Read More

The surprising truth about how much you need to save for a happy retirement

Filed Under: Retirement Planning

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

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.

Learn more