Legacy Wealth Planning

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Legacy Wealth Planning At Legacy Wealth Planning, we create values-based financial plans to help you live a full, purposeful life.

We’ll partner with you to align your lifetime and generational objectives with innovative strategies designed to help you accomplish them. we create values-based financial plans to help you live a full, purposeful life. We’ll partner with you to align your lifetime and generational objectives with innovative
strategies designed to help you accomplish them.

Carrying on is easier when you have me in your corner. Before the year ends let’s make sure your retirement plan is stil...
10/27/2026

Carrying on is easier when you have me in your corner. Before the year ends let’s make sure your retirement plan is still working for you. Reach out.

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artifi...
10/27/2026

Economic data remains strong, but investors are weighing rising oil prices, sticky inflation, and the cost of the artificial intelligence (AI) buildout. Bonds rallied as yields fell, and many stocks outside the AI trade moved higher. Read Northwestern Mutual Wealth Management Company CIO Brent Schutte’s latest commentary and reach out to me to talk about how your plan is positioned. https://www.northwesternmutual.com/life-and-money/strong-growth-sticky-inflation-and-ai-risks-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=growth-sticky-inflation&agentid=052171

Leave your financial doubts in the rearview mirror as you enter the new year. Let’s go over your plan together, find new...
10/23/2026

Leave your financial doubts in the rearview mirror as you enter the new year. Let’s go over your plan together, find new opportunities, and make sure you’re ready to finish strong.

10/16/2026

We plan for death because it feels certain, but disability is actually far more likely, especially for young men, and it's rarely part of the conversation.

Protecting your income matters just as much as protecting your family's future. At Legacy Wealth Planning, we help clients build coverage for the risks that don't get talked about enough.

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. https://www.northwesternmutual.com/life-and-money/why-market-leadership-is-narrowing-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_quarterly_field&utm_term=leadership-is-narrowing&agentid=052171

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. https://www.northwesternmutual.com/life-and-money/ai-market-volatility-puts-portfolio-diversification-to-the-test-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-market-volatility&agentid=052171

10/06/2026

Twenty five years in, and it still comes down to the same thing: trust. At Legacy Wealth Planning, our advisors build relationships that last, getting to know each family well enough to guide them through retirement, college savings, and the unexpected, together, for the long run.

Address

135 US 202 Suite 21
Bedminster, PA
07921

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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