About Us

Our vision is to build lasting legacies for everyone we meet. What starts as a single, heartfelt conversation can blossom into a long-term relationship. We look forward to meeting you.

Financial
Planning

Investment
Management

Retirement
Planning

Legacy
Planning

Our Services

Legacy Wealth Partners is an independent financial services firm dedicated to our clients’ success.

Our Mission is to assist clients in creating a unique, sustainable legacy by providing trustworthy service, tailored advice, and attentive communication. We aim to foster the peace of mind that will allow our clients to live freely and without fear for their financial future. Integrity, commitment, and passion are the foundation upon which our team’s work is built, and we operate with a curiosity that allows us to innovate creative avenues of success for clients.

Meet Our Team

Contact our team to start planning for your legacy.

Whether retirement is decades away or decades ago, the advisors at Legacy Wealth Partners can craft custom financial plans and portfolios to address every part of your financial life.

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Consultation

Schedule a Meeting

Address

1002 East Main Street
Rockport, Texas 78382

Phone

361-729-2977

Email

Email Us


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Wealth Partners are not affiliated.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in AR, FL, GA, IN, MO, OH, OK, PA, TN, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of the websites provided herein, Legacy Wealth Partners makes no representation as to the completeness or accuracy of information provided at these sites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

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Legacy Wealth Partners