Services Offered
Retirement Planning
Personalized strategies to secure your financial future and ensure a comfortable retirement.
Investment Management
Expert portfolio management with a focus on tax savings and long-term growth, including alternative investments.
Legacy and Estate Planning
Guidance on building and preserving wealth to leave a lasting legacy for your family.
Tax Planning
Collaborative tax-efficient strategies integrated with investment planning for optimal financial outcomes.
Financial Consultation
Comprehensive discovery sessions to align investments with your goals, values, and passions.
Reviews
4.2(5 reviews)
Rating Distribution
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3
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2
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H
Holly Nielsen
via Google
about 1 month ago
I've been working with Shawn Wheeler at Legacy Wealth Management for several months and I appreciate their trust and honesty. Their expertise and clear communication make every meeting feel productive, and they are always responsive to my questions. I feel confident in my retirement planning and look forward to continuing our relationship with this great financial advisor team. As an added bonus, Shawn remembers little details & asks about them that we've discussed previously about things non-financial making the experience even more personal.
C
Cornelius Incorporatedvia Google
3 months ago
We would never work with them again. We invested a big chunk of money with these guys in a timeframe when the market was growing in leaps and bounds, yet they somehow managed to lose a huge percentage of the money we had invested through them despite the incredibly well-performing markets.
K
Kimberly Robertovia Google
5 months ago
Legacy Wealth Management has consistently exceeded my expectations. They are extremely communicative and have tracking tools that make accessing portfolio performance easily accessible. They spend a lot of time in discovery to find out each individuals goals, values and passions so that all investments fully align. They truly seek to help families leave a lasting legacy. I highly recommend them.
A
Anthony Whitevia Google
5 months ago
Awesome group! I’ve been with them for two years and they’ve never steered me wrong. Joseph Fisher is very knowledgeable.
S
Steven Gabrielsenvia Google
9 months ago
As a CPA, having a trusted advisor that you can send clients too is a MUST! I have worked with Lincoln West for many years now and have never received a negative review from a single client that we have sent to him. Not only that, but my clients often praise me for connecting them with Lincoln due to their amazing experience in working with him. Lincoln has a ton of knowledge about alternative investments that we utilize for tax savings and longterm growth. Lincoln has become a key part of our tax planning process for our clients and I highly recommend him and Legacy Wealth!
