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

Personal Planning

Blueprint to achieve your financial independence.

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.

Estate Planning

Preservation and transfer of your life’s work and your wealth.

Tax Planning

Taking a forward-looking approach to your situation as it relates to taxes.

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

Legacy Wealth Partners - Our Clients are serious
Legacy Wealth Partners - Our Clients are wealth builders
Legacy Wealth Partners - Our Clients value independent, objective advice

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

FAQ

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

Greenwood Village

6400 S. Fiddlers Green Circle
Suite 350
Greenwood Village, CO 80111
Main: 720-552-8190
Email: info@LWP-LLC.com

Lakewood

225 Union Blvd.
Suite 310
Lakewood, CO 80228
Main: 720-552-8190
Email: info@LWP-LLC.com