Our Process

It is common to hear in the media and from friends and colleagues that “advisors are all alike”. Many promises made and not many kept.

At Legacy Wealth Management and IPC Securities Corporation, we would like the opportunity to prove to you how we differ. We have developed a proven and disciplined approach to our ongoing professional relationship with you. A part of this process is to establish and confirm your service expectations and then implement relevant communication strategies to deliver against those expectations.

The foundation of Our Process is seated in team members who each possess certain areas of expertise. Any solutions or strategies are managed through a “WealthCare™” step by step, multi-faceted approach. Our team then provides the support(s) critical to your ongoing needs through our “Total Client Experience” model.

We invite you to discover how our expertise and Our Process sets us apart.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.