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Creating Customized Legacy Solutions 

Through Our Firm's Investment Portfolio Management and Financial Planning Services 
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Investment Portfolio Management & Financial Planning

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University Employee Retirement Plan Management

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Health Care Professionals Retirement Plan Management

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Fiduciary
Services
 

Learn more about our Firm in this video

To learn more about: 

Traditional IRA, Roth IRA, 401K Rollovers, Trust and

Non-Retirement Portfolio Management Services 

Click the box below:

This communication is strictly intended for individuals residing in the United States.

 

Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser. 

 

Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.

 

Form CRS: Client Relationship Summary


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Legacy Wealth Partners

3053 Miller Road, Ann Arbor, MI 48103

P 734.436.8150 - support@YourLWP.com

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©2025 Legacy Wealth Partners

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