Investment Management

Trusting your savings to someone else is a commitment. We take your trust seriously and as fiduciaries will always work in your best interest to provide ongoing investment management. Our process incorporates the latest methodologies and utilizes a custom approach, while leveraging the expertise of nationally recognized third-party money managers.

Financial
Planning

Investment
Management

Retirement
Planning

Legacy
Planning

Our Services

We think of financial planning and investment management like building your dream home. You may have an idea for the design or the end result and need a partner to see it through. Let us be your financial architects.

Here’s how it works:

Identify Your Goals

    • Capital preservation
    • Income
    • Growth
    • Diversification
    • Inflation protection
    • Tax mitigation

Effectively Gauge & Manage Risk

    • Establish risk tolerance
    • Determine time horizon
    • Align with goals

Engage with World-class Analysts & Investment Companies

    • Collaborate with portfolio managers to create custom-built investment portfolios
    • Customize investment strategy to your situation
    • Monitor performance for optimal results

Proactively Review & Monitor Progress

    • Rebalance portfolio as needed
    • Confirm investments meet goals and risk tolerance
    • Review investments with you regularly

Here’s how it works:

Identify Your Goals

    • Capital preservation
    • Income
    • Growth
    • Diversification
    • Inflation protection
    • Tax mitigation

Effectively Gauge & Manage Risk

    • Establish risk tolerance
    • Determine time horizon
    • Align with goals

Engage with World-class Analysts and Investment Companies

    • Collaborate with portfolio managers to create custom-built investment portfolios
    • Customize investment strategy to your situation
    • Monitor performance for optimal results

Proactively Review & Monitor Progress

    • Rebalance portfolio as needed
    • Confirm investments meet goals and risk tolerance
    • Review investments with you regularly

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.

w

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.

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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.

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Legacy Wealth Partners