Legacy Wealth Management Sacramento, CA

The fundamental goal at Legacy Wealth Management is to ease the burden that juggling business and personal finances can bring. We always begin with your goals, so that we can focus on individualized solutions... strategically pulling the thread to bring the pieces of your world together. We believe that ONE financial plan a plan that lays the ground-work for seamless transitions is the only plan that makes sense. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulati...