WELCOME TO
FINANCIAL CLARITY
Our clients come to us for life’s financial decisions. We assist businesses, families, individuals, and others in taking deliberate steps to accomplish what is most important to them.
Your Situation Is Incredibly Unique. Let Us Know What's On Your Mind.
SERVICES
Investment Management
Professional Discretionary asset management to meet your specific investment goals.
Risk Management
Identifying the unexpected life events that can derail your plans and create solutions to minimize their impact on your life.
Business Planning
Design and execution of strategies to protect business assets, drive business results, or support the sale & smooth transfer of your business.
ABOUT OUR CLIENTS
ABOUT LEGACY
Legacy Wealth Partners is a full service, independent Financial Planning firm tailored to meet the needs of our clients. As a Fiduciary, we strongly believe that understanding you, and what makes your goals and ambitions unique, can lead to sound decisions that provide for a lifetime of success.
OUR TEAM
ALEXANDER "ALEC" CAMERON
REX EMERY
SUSAN BALDWIN
MELISSA WAGNER
ANDREW FELDMAN
GORDON BLOESER
TANNER CAMERON
JAMES "JIM" BOOTH
KENNY SENOUR
FAQ
Yes.
Just as no two clients are alike, nor are any two investment portfolios. We take the time to understand your risk tolerance and long term needs before recommending any portfolio design. Once we’ve reached an understanding, we often blend multiple philosophies to best position our clients to meet their goals.
Success is evaluated in multiple ways. We look at growth and income as compared to benchmarks as well as risk-adjusted returns when success relates to performance. We also focus on determining the probability of success, which addresses appropriate amounts of risk needed to meet your goals.
During our discovery phase, we’ll determine the level of communication necessary to meet your needs.
LOCATIONS
Englewood
9635 Maroon Cir.
Suite 440
Englewood, CO 80112
Main: 720-552-8190
Email: info@LWP-LLC.com
Lakewood
215 Union Blvd.
Suite 215
Lakewood, CO 80228
Main: 720-552-8190
Email: info@LWP-LLC.com
