Legacy Wealth Partners, LLC.

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United States
Lakewood, CO
Legacy Wealth Partners, LLC.

Our clients come to us for life’s financial decisions. We view wealth management differently. Greenwood Village Office:
6400 S.

We assist businesses, families, individuals, and others in taking deliberate steps to accomplish what is most important to them. There's more to it than just charts, graphs and investment performance. Successful wealth management involves comprehensively evaluating your resources and the current economic environment to correctly chart an unbiased course to reach your goals as efficiently as possib

le. More importantly, as obstacles arise that may threaten the success of well laid plans, we proactively adapt so that you continue to remain on track. Simply put, the real measure of success is whether or not you reach your destination and our mission is to help you get there. Fiddlers Green Circle, Suite 350
Greenwood Village, CO 80111
CFP®

04/28/2023

We welcomed some special kiddos in the office today for Take Your Child to Work Day!

01/12/2022

We’re hiring! Legacy Wealth Partners is looking to add two new team members to assist our advisors in providing personalized financial planning to our clients. Our offices are located in Lakewood and Greenwood Village, Colorado. If you are detail-oriented, positive, and take pride in the quality of your work and you’re looking to work with people who do the same, please reach out to [email protected] to apply.

12/22/2021

Our offices will be closed Thursday, December 23rd and Friday, December 24th. We wish you a safe and happy holiday.

11/24/2021

Happy Thanksgiving!

Our offices will be closed from Wednesday, 11/24 at noon MST through Friday 11/26. We hope you have a wonderful holiday weekend.

11/11/2021

Thank you to all of our veterans - today and every day.

07/28/2021

Setting up a system now will save you time for years to come.

07/20/2021

Returning to working in the office? Here are some tips on how to navigate the shift.

https://www.cnn.com/2021/06/02/success/managers-guide-to-leading-hybrid-teams/index.html

07/15/2021

The IRS has unveiled a new online tool to help you calculate your child tax credit. NewsNation has the story @

Not sure if your family qualifies for the expanded child tax credits that will start going out next month? The IRS now has a new online tool that allows taxpayers to check their eligibility.

07/09/2021

03/19/2021

Wondering when you might receive your next stimulus check? Use this tool from the IRS to check on your eligibility and status.

Use Get My Payment to get information about your payment status and payment type.

Address

215 Union Boulevard , Suite 215
Lakewood, CO
80228

Website

http://lwp-llc.com/home

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