Legacy Private Wealth Partners

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Legacy Private Wealth Partners

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Legacy Private Wealth Partners, Financial planner, 5445 DTC Parkway, Suite 1100, Greenwood Village, CO.

Legacy Private Wealth Partners is an independent wealth management firm dedicated to helping our clients preserve and grow their hard-earned wealth, while protecting their legacy.

05/20/2026

Building or selling a business is more than a financial event — it’s a defining moment that can reshape your long-term goals and personal priorities.

From structuring ownership and managing cash flow to preparing for a transition or exit, thoughtful planning can help bring clarity to complex decisions and position you for life after the sale.

At Legacy, we work with business owners to align their enterprise strategy with their personal wealth, helping to navigate growth, liquidity events, and life beyond the business.

Learn more about how we support business owners through every stage: https://legacypwp.com/life-events/

05/14/2026

For the past six years, Bobby N. Foster, CFP, has brought a thoughtful, compassionate approach to serving clients at Legacy and Concurrent.

With a focus on empathetic client care and intentional communication, Bobby approaches every relationship with a deep understanding of each client’s life, family, goals, and challenges. Through Legacy’s collaborative team structure, para-planning services, and operational support, Bobby has been able to focus more fully on delivering a high level of care while continuing to embrace new technology that strengthens the client experience.

Looking ahead, Bobby is focused on stability, refining operations, and continued growth, while also excited to see the next generation of advisors and para-planners supporting the practice.

We’re grateful for the care, perspective, and dedication you bring to Legacy. Thank you, Bobby!

05/13/2026

Tax strategy should not be an afterthought.

Understanding capital gains, losses, and timing can help turn tax planning into a strategic advantage rather than a year-end exercise.

Explore what investors should know: https://legacypwp.com/blog/capital-gains-losses-and-timing-what-investors-should-know/

05/05/2026

For the past six years, Olivia Sebastian has brought an adaptable, forward-thinking perspective to Legacy and Concurrent.

She consistently challenges traditional models by embracing new approaches to better serve her clients. Her philosophy is simple: managing your money doesn’t have to feel overwhelming. Olivia is focused on simplifying complexity and helping clients move forward with clarity and confidence.

As Olivia shares, “My partnership with Legacy has allowed me to focus more on my clients than the day-to-day workings of an office, while still remaining a truly independent advisor.” That balance is central to how she shows up for those she serves.

Looking ahead, she’s excited to leverage new tools — including agentic AI — to further enhance the client experience and make financial decision-making even more accessible.

We’re grateful for the perspective, innovation, and energy you bring to Legacy. It truly makes a difference. Thank you, Olivia.

05/01/2026

Three days at Concurrent’s Ascend 2026 conference, and one theme kept coming through: ex*****on is the differentiator.

At Legacy, that mindset has always been at the core of what we do — building with intention, staying disciplined, and continuously refining the experience we deliver to our clients.

What stood out most, though, was the time spent with our Concurrent partners and the Legacy team. These conversations — sharing ideas, learning from one another, and challenging each other to think bigger — are what truly elevate the work we do. There’s something powerful about being surrounded by people who are not only aligned in vision but genuinely invested in each other’s growth.

We’re grateful for those partnerships and for a team that’s committed to building together. We’re bringing these insights back energized and ready to keep evolving, improving, and delivering for our clients.

04/22/2026

Just like the seasons, life evolves — and so should your financial plan.

Spring is a good time to review goals, adjust strategies, and make sure everything still aligns with where life is taking you next.

Our advisors provide personalized wealth management that evolves with you, helping grow and safeguard your wealth while keeping your long-term legacy in focus.

https://legacypwp.com/contact-us/

04/15/2026

Welcoming a child into your family changes everything, including how you think about your finances.

From adjusting your budget and reviewing insurance coverage to planning for education and future expenses, thoughtful financial planning can help bring clarity to a season filled with new responsibilities and important decisions.

At Legacy, we help families prepare for the real costs of raising children — from infancy through adulthood — while building a plan that supports your growing family’s future.

Learn more about how we support families through life’s biggest milestones: https://legacypwp.com/life-events/

04/14/2026

Markets don’t move in isolation.

Our Q2 2026 commentary outlines four key themes shaping today’s environment: slowing economic momentum, deteriorating risk appetite, energy-driven inflation, and a more reactive Federal Reserve. It also explores how these dynamics are influencing portfolio positioning — from a renewed focus on quality and diversification to a greater role for active management.

Read our latest quarterly commentary for more insight:https://legacypwp.com/wp-content/uploads/2026/04/Legacy_Q2-2026-Commentary_040826.pdf

04/08/2026

This is the team behind the work — and the purpose that drives it.

Our mission is to bring together best-in-class tools, strategic partnerships, and disciplined processes to deliver the highest quality advice. Our vision is to help families build and sustain their legacy, while continuing to grow an independent practice designed to serve clients today and well into the future.

04/03/2026

For the past 4 years, Jake Graefe has been an integral part of Legacy & Concurrent, known for bringing clarity and structure to both client relationships and internal operations.

He’s most proud — and we are, too — of the impact he has on clients’ lives, helping them navigate complex, often emotional decisions and turning uncertainty into confidence. With an engineering background, Jake is the team’s go-to for all things tech, ensuring everything runs smoothly behind the scenes. No matter the situation, Jake is driven to help people through important moments and to continue expanding that impact.

We deeply appreciate your hard work, along with the consistency, insight, and care you bring to Legacy every day — it truly makes a difference.

Address

5445 DTC Parkway, Suite 1100
Greenwood Village, CO
80111

Telephone

+17203812669

Website

https://legacypwp.com/

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