About Legacy Wealth Alliance

Wealth. Wisdom. Well-Being.
How is this achieved? When your financial plan aligns with your life goals. When your investments are managed with the same sophistication as those of major institutions.

What we value most at Legacy Wealth Alliance is you.  Our client.  Our reputation has been built by establishing genuine relationships with our clients.  We attribute this to the professionalism of our staff, the quality of our financial services and the mutual respect between our firm and the clients we serve. 

At LWA, clients get service not only from their assigned financial planner*, but benefit from the expertise of its industry experts. Working with Lawyers, CPA’s, and Health Insurance Companies, LWA will ensure they are receiving the most up to date information regarding economic trends and pass this down to their clients. 

*Financial planning offered through investment advisor representatives of Lincoln Financial Securities Corp., a registered investment advisor to residents of AZ & TX. Securities offered through registered representatives of Lincoln Financial Securities Corp., Member SIPC to residents of AZ, CA, CO, CT GA, HI, IA, ID, IL, MA, MI, NY, OR, RI, TX, UT & WA. Lincoln Financial Securities and Legacy Wealth Alliance are not affiliated. LFS-1059353-111214.

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