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Legacy Wealth Planner, LLC (LWP) is a leading wealth advisory firm that specializes in helping clients holistically with their wealth and financial planning. Our services are holistic and are designed to help your wealth potentially grow, not only through effective planning but also through unique investments that build your portfolio.

Here’s what we can do for you

Wealth management – Managed Money Services

  • Alternative Investments in Real Estate
  • Private Placements in Other Industries
  • Planning & Advisory
  • Tax Planning – Income Tax Planning & Reduction Strategies
  • Estate Planning
  • Gift & Inheritance Planning
  • Retirement Planning
  • Insurance Planning