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Legacy Wealth Planning
Your trusted partner for personalized financial planning and wealth management in Reno.
5(5 reviews)
Business
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Your trusted partner for personalized financial planning and wealth management in Reno.
Legacy Wealth Planning is a premier financial advisory firm in Reno, NV, dedicated to helping individuals and families achieve their financial goals. With a team of experienced professionals including CFPs and advisors like Wendy Hammond and Bodie Monroe, we offer comprehensive services in financial planning, estate management, tax strategies, and investment advice. Known for our integrity, personalized approach, and no-pressure consultations, we build long-term relationships to secure your legacy. Our 5-star reviews highlight our knowledge, professionalism, and commitment to client satisfaction.
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Personalized strategies for budgeting, retirement, and wealth accumulation tailored to your goals.
Comprehensive services to manage and protect your assets for future generations.
Expert advice on tax-efficient investing and planning to minimize liabilities.
Professional guidance on portfolio diversification and investment options.
Customized plans to ensure a secure and comfortable retirement.
Amazing, intelligent, personal service
Wendy has always had my best interest at heart. She is sincere, knowledgeable, and calls back exactly when she says she will. I’m very happy with her services and would recommend her to anyone I know.
My advisor Wendy has been knowledgeable, kind, prompt, and professional. Information I receive from LWP has been useful and I feel comfortable having my money invested through them.
I’ve been with my financial advisor, Wendy Hammond, for 17 years now! She is absolutely fantastic from the basics of helping with financial planning to all aspects in various estate, tax and budgeting matters. Her partner, Bodie Monroe, is extremely knowledgeable, and I cannot highly recommend the two of them enough!
Hometown heros are hard to find. This group is about as professionally responsible as you can get. They are a no pressure type of outfit and are happy when they have made you happy. I have several accounts with the CFP Phil Mahoney and can not stress the level of integrity and thoughtfulness he has shown my wife and I over the years. Well done.
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