Legacy Wealth Partners in an independent, full-service financial advisory firm serving families throughout Ohio. We have developed our practice by reaching out, nurturing and maintaining trusting relationships with each of our clients.
Legacy Wealth Partners can be the financial partner you trust. We are completely transparent, and held to the highest fiduciary standards. When it comes to the future you’ve worked so hard for, having a partner with integrity and service is essential. Our team of professionals works side-by-side with you, providing you with the right financial solutions for your unique fiscal situation.
Our mission is to provide complete, efficient and stable investment strategies to individuals and families.
Greg has served and educated retirees for over 20 years. Over the years, his focus has been on Complete Retirement Planning. He has a passion for solving the problems facing retirees today. Greg’s CRP process is designed to uncover potential problems, or “cracks”, in your planning and to provide solutions to fix them.