Legacy Wealth Management Group, Inc.

Overview

Legacy Wealth Management Group, Inc. is an independent registered investment adviser organized as a corporation that serves individual, family and institutional clients. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements, allowing the firm to work with both ongoing advisory relationships and project-based planning. Investment positioning is equity‑centric: the firm reports a clear preference for exchange‑traded equities as its primary allocation sleeve. It does not list itself as an active ESG investor or a pension consultant, and it is not structured as a capital allocator to third‑party private fund managers. Services and account types reflect a traditional RIA model focused on liquid, traded securities alongside non‑separately managed products such as mutual funds and annuities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices