Legacy Wealth Partners, LLC

Welcome to Financial Clarity

Financial consultant in Lakewood, CO (show on map)

5.0

★★★★★

2 reviews

Legacy Wealth Partners is an independent financial planning firm that assists individuals, families, and businesses in making deliberate financial decisions to accomplish what is most important to them.

Call (720) 552-8190

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About

Legacy Wealth Partners is a partnership that has grown into an extended family. Founded in 2009 and independently registered in 2025, they are a full-service independent financial planning firm tailored to meet client needs.

As a Fiduciary, they provide comprehensive financial planning and investment management for individuals and business owners. Services include Personal Planning, Investment Management, Estate Planning, Business Planning, Insurance Planning, Tax Planning, Philanthropic Planning, Education Planning, and Distribution Planning. Securities offered through DMK Advisor Group, Inc.

Fiduciary - legally obligated to act in clients' best interest

Independent partnership owned by actively managing partners

Full-service financial planning firm

Team with designations: ChFC, CLU, CFP, MBA, FLMI, RICP

Registered Investment Advisor with SEC

Services

Personal Planning

Six-step process to achieve financial independence through a unique road map with services, solutions and strategies.

Blueprint creation Wealth creation Family protection

Investment Management

Professional discretionary asset management to meet specific investment goals through careful design of portfolio strategies.

Discretionary management Portfolio design Risk/return optimization

Estate Planning

Preservation and transfer of wealth through strategies and trusts to reduce taxes, support gifting objectives, and protect legacy.

Trust creation Charitable gifting Legacy protection

Business Planning

Design and execution of strategies to protect business assets, drive results, and support business sale and transfer.

Employee benefits Buy-sell agreements Business succession

Insurance Planning

Identifying unexpected life events that can derail plans and creating solutions to minimize their impact.

Life insurance Disability insurance Long-term care Estate protection

Tax Planning

Forward-looking approach to taxes through review of tax returns, tax changes, and long-term planning to create tax savings.

Tax return review Multi-year planning Tax savings

Credentials & Certifications

Registered Investment Advisor (SEC)

Since 2025

FINRA Member (DMK Advisor Group)

SIPC Member

Reviews

Rating

★★★★★

Reviews

"Highly recommend."

Frequently Asked Questions

Are you a Fiduciary? +

Yes.

How is Legacy paid? +

We offer multiple ways to engage our services: Fee Based - Hourly consultation, Flat fee, Fee based investment management.

What is your investment philosophy? +

Just as no two clients are alike, nor are any two investment portfolios. We take the time to understand your risk tolerance and long-term needs before recommending any portfolio design. Once we've reached an understanding, we often blend multiple strategies in an effort to best position our clients to meet their goals.

How do you evaluate success? +

Success is evaluated in multiple ways. We look at growth and income as compared to benchmarks as well as risk-adjusted returns when success relates to performance. We also focus on determining the probability of success, which addresses appropriate amounts of risk needed to meet your goals.

Who owns Legacy Wealth Partners? +

Legacy Wealth Partners is an independent partnership owned by the partners of the firm, who all actively manage clients while planning for the success of our business.

How long have you been in business? +

Legacy Wealth Partners was founded in 2009 and became independently registered in 2025.

How is Legacy registered? +

Legacy Wealth Partners, LLC is registered as an investment adviser with the SEC. Securities are offered through DMK Advisor Group, Inc., member FINRA, SIPC, MSRB.