LWP Disclosures

Legacy Wealth Partners, LLC is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Securities are offered through DMK Advisor Group, Inc., member FINRA, SIPC, MSRB. Neither firm is engaged in the practice of law or accounting.

Information presented is believed to be current. It should not be viewed as personalized investment advice or as an offer to buy or sell any of the securities discussed. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as   legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that an investor’s portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.

Hyperlinks on this website are provided as a convenience. Photos are used for the purpose of enhancing the website and are not current or former clients.

Insurance policy guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes.