MW
Partner, Private Wealth Advisor, Director of ...
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Legacy Wealth Partners
Highly Engaged Employees
Highly Engaged EmployeesFinance · Colorado, United States · 1-10 Employees
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Overview
Headquarters
215 Union Blvd Ste 215, Lakewood, Colora...Phone Number
(720) 552-8190Website
www.lwp-llc.comRevenue
<$5 MillionIndustry
About Legacy Wealth Partners
Legacy Wealth Partners is a full service, independent Financial Planning firm tailored to meet the needs of our clients. As a Fiduciary, we strongly believe that understanding you, and what makes your goals and ambitions unique, can lead to sound decisions that provide for a lifetime of success. We have carefully selected professionals on our team who are committed to delivering an exceptional client experience. Individuals on the team will work closely with you and your advisor to ensure comprehensive support for the many moving parts of your financial life. The people coming together to support you include specialists with designations and degrees ranging from ChFC®, CLU®, CFP®, MBA®, and FLMI® to RICP®.Explore more
Legacy Wealth Partners Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy Wealth Partners
<$5M
1-10
Private
<$5M
2014
KL
Kelly LangDirector, Client Services & Manager, Operations
Legacy Wealth Partners Tech Stack
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Legacy Wealth Partners is a full service, independent Financial Planning firm tailored to meet the needs of our clients. As a Fiduciary, we strongly believe that understanding you, and what makes your goals and ambitions unique, can lead to sound decisions that provide for a lifetime of success. We have carefully selected professionals on our team... Read More
