Legacy Wealth Partners

10/26/2023

Q4-2023 - Legacy Wealth Partners - Economic & Market Commentary - "Landing the Plane"

This is "Q4-2023: Legacy Wealth Partners -Economic & Market-Presentation" by Kevin Murphy on Vimeo, the home for high quality videos and the people…

10/13/2023

Wealth Advisor Assistant Role - So excited to announce that we are hiring! - looking for an experienced Wealth Advisor Assistant to solidify the 1st Pillar of our Firm as we have grown (1st Pillar = Client Experience/Client Service) - we have hired an amazing Recruitment Team and to apply for this position please click on the link and share with those that you might think to be a great fit:

Are you a detailed individual who is confident, self-motivated, organized and highly skilled in multitasking? If so, this is the perfect opportunity for you!

10/12/2023

New Hire Video Series - Experienced Wealth Advisor Assistant / Paraplanner - Formal Application Process coming next week - this video is focused on our Location and Office Layout - check our our flying skills:

New Position Video Series - Experienced Wealth Advisor Assistant & Paraplanner

11/16/2022

Public Service Announcement - Beware of Scam Artists this season - Related to Social Security COLA Increase - video below:

Social Security 2023 COLA Increase - Scam Artist Technique

08/26/2022

Our Firm's latest on the Economy and Markets:

www.YourLegacyOurFocus.com

08/24/2022

The recent news around Ford Motor Company laying off 3,000 white collar employees/contractors and forthcoming buyout offers, represents a significant life change for many people we know and care about.
We at Legacy Wealth Partners thrive in helping people in a time of life transition, work through the best way forward, through our Financial Planning and Portfolio Management engagement with clients.
If you know of people in your network that have been impacted and/or are Ford Employees that know of those who were impacted, we would greatly value a complimentary introduction.

www.YourLegacyOurFocus.com

07/08/2022

Undoubtedly you have seen the recent headline news around the first half of 2022 being the worst 1/2 of the year in the markets since the 1970s. One of the tenants of our mission at Legacy Wealth Partners is to provide peace through perspective in the midst of market/economic turmoil to our clients. To that end we developed two videos to provide perspective 1. 2022 Q2 Market & Economic Commentary and 2. Timeless Volatility Perspective - please give them a look and let us know if we can be of assistance in partnering with your family's continued financial success:

Webinars- Estate Planning Financial, Socially Responsible, Divorce Financial, Fidiciary Services, University Employment Retirement Investing. Risk Management, Tax, Education and business planning in SE Michigan.

06/17/2022

Hands down our clients are amazing! I was so blown away when we walked into our client's home yesterday for a review meeting. The mutual care, respect and focus on the things in life that really matter touches my heart. A special meal, drinks and welcome signs! This client treated us the way we try to do special things for our clients and the LWP Team walked out of their house so impassioned for what we do. .com

05/03/2022

Time for some Spring Cleaning and BBQ from Satchels - are you a University of Michigan employee? Come drop off your shredding needs and meet the Legacy Wealth Partners while enjoying some amazing BBQ - reach out to Matt Weber from our office for more details for the event that will be in early June [email protected] www.yourlegacyourfocus.com

01/31/2022

With the New Year, brings New Resolutions - are you looking to partner with a Wealth Management Firm to define, create and execute your Legacy Goals via our Financial Planning and Investment Management Approach? We would love to connect for a 30 min complimentary introductory meeting

Six Reasons to Work with a Financial Professional