Your Financial Partner for Generations

Leave a legacy with Legacy Wealth Partners

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Our Services

What are you building toward? And what will you leave behind?

It’s easy to get distracted with modern life. Too often, we are focused on what’s immediately in front of us and fail to spend time on what matters most.

Legacy Wealth Partners is a different kind of financial services firm. Instead of starting with your assets, we start with your goals and values. What do you hope to achieve in life? What does your retirement look like? And what do you hope to leave to the next generation?

Only by understanding who you are can we plan for your future in a holistic, comprehensive way that incorporates the latest investment management methodologies.

In a world that moves too fast, take the time to do what’s right with Legacy Wealth Partners.

Check the background of investment professionals on FINRA’s BrokerCheck.

Trust Your legacy to Legacy Wealth Partners

Begin a confidential conversation about what matters most.

Address

1002 East Main Street
Rockport, Texas 78382

Phone

361-729-2977

Email

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Wealth Partners are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in AR, FL, GA, IN, MO, OH, OK, PA, TN, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of the websites provided herein, Legacy Wealth Partners makes no representation as to the completeness or accuracy of information provided at these sites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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Legacy Wealth Partners