Legacy Wealth Management is pleased to present: 2024 Midyear Outlook: Still Waiting for the Turn "This midsummer update offers fresh insights into the economic and market landscape, along with their potential impact on investment portfolios." https://lnkd.in/eV9uhnPX
Legacy Wealth Management
Financial Services
Plantation, FL 865 followers
Managing Generations of Wealth
About us
Legacy Wealth Management is a boutique wealth management firm headquartered in Fort Lauderdale, FL. We help our clients pursue their life goals by providing objective, independent investment advice coupled with comprehensive financial planning. Our firm's locations serve clients living in South Florida and throughout the United States. Our team of professionals has over 150 years of combined experience working with complex financial matters. Legacy Wealth Management’s mission is to have a positive impact on the lives of our clients and their families. This mission is grounded in the core values of integrity and transparency. We strive to fulfill on this every day by delivering personalized planning solutions and ongoing service that far exceeds clients’ expectations. For more information about the services we offer and the investment professionals on our team, please see our website (lwmfl.com) or call us at 954-474-7100 or 800-519-4015 (toll free). The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, NC, ND, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TX, VA, WA. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through LWM Advisory Services LLC, a registered investment advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Third party articles have been obtained from sources believed to be reliable, but the accuracy of the information is not guaranteed. The information contained in third party articles is general in nature and should not be construed as investment advice or as a recommendation of any investment or investment strategy or approach. Investors should consult with a financial advisor before investing.
- Website
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www.lwmfl.com
External link for Legacy Wealth Management
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Plantation, FL
- Type
- Privately Held
- Founded
- 1997
- Specialties
- Wealth Management
Locations
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Primary
Get directions
1250 South Pine Island Road
Suite 350
Plantation, FL 33324, US
Employees at Legacy Wealth Management
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Kevin A. Perry,BCE
Financial Planner with Legacy Wealth Management Firm,LLC
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Tony DuBose, AIF®
Managing Principal and Wealth Advisor at Legacy Wealth Management
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Andrea Malecki
Client Services Leadership
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Aliza Stein
Client Service Associate | Wealth Management | Committed to Delivering Exceptional Service
Updates
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Market Update 4/8/24: https://lnkd.in/exf2EGEC "Here we preview first quarter earnings season, which will benefit from an improving economic environment and continued strength in technology."
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Market Update 3/25/24: https://lnkd.in/exf2EGEC "The difference between strategic and tactical investment time horizons can be likened to the ebb and flow of tidal patterns in oceans."
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Our Team is Growing and looking for an Associate Wealth Advisor! Visit https://lnkd.in/eeKzAPbw for a full job description.
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Our firm is excited to return as a co-sponsor and competitor in this year's NSU Scholarship Fishing Tournament, where all proceeds go to scholarships for high-achieving graduate students at NSU's Halmos College of Arts & Sciences. Legacy Wealth Management's Chief Investment Officer, Tony, has long been a contributor to NSU's coral reef restoration projects across South Florida and has established the DuBose Family Coral Reefs Endowment Fund to support these efforts. Information on joining the fishing tournament and supporting NSU's reef restoration projects can be found in the link below. https://lnkd.in/e37GeShr
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Market Update 3/4/24: https://lnkd.in/exf2EGEC "Fourth quarter earnings season is winding down with only about a dozen companies in the S&P 500 left to report. After a slow start mired by messy bank results early on, corporate America picked up the pace and ended up delivering results well ahead of expectations".
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Weekly Market Update 1/30/24: https://lnkd.in/exf2EGEC "With the S&P 500 having recently ascended to a fresh record high after such a strong 2023, it’s natural for investors to worry that valuations have become over-extended."
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Weekly Market Update 1/17/24: https://lnkd.in/exf2EGEC "After 2023 was a year in which improving valuations delivered strong gains, this year, earnings will likely have to do the heavy lifting."
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Legacy Wealth Management is pleased to present Outlook 2024: A Turning Point, published by LPL Financial Research. https://lnkd.in/g7R3jgHM Happy New Year!
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