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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 states of CA, CO, FL, IL, MA, MI, NC, NY, OH, OK, OR, RI, TX, VA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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Legacy Wealth Partners

3053 Miller Road, Ann Arbor, MI 48103

P 734.436.8150 

©2025 Legacy Wealth Partners

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