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Prospective Clients

We are honored that you are giving our team the opportunity to meet with you to see if there is a fit for us to partner in your continued financial success and walk down the path of life with you.

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In addition to the documents, please scan/email the most recent statements of your portfolios so that during our first meeting together we can discuss our approach pertaining to our overall fiscal picture.

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To schedule time together, please contact our office with a few dates and times that accommodate your schedule.

 

Looking forward to connecting with you soon,

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The Legacy Wealth Partners Team

In advance of our time together,

please complete the following below

and scan/email back to us for our review:

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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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