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.
ABOUT OUR CLIENTS
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.
ALEXANDER "ALEC" CAMERON
JAMES "JIM" BOOTH
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.