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Legacy Wealth Planning

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Reno, NV
Legacy Wealth Planning

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At Legacy Wealth Planning, we're committed to what's important: You. No offers may be made or accepted from any resident of any other state.

We serve Reno, NV and beyond with comprehensive wealth management services like retirement planning, asset management, education planning, and small business planning. • Securities offered through LPL Financial, Member FINRA/SIPC finra.org/sipc.org

Investment advice offered through Legacy Wealth Planning, a Registered Investment Advisor and separate entity from LPL Financial.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

11/03/2026

Take time to vote today. Every ballot counts, and every voice helps shape tomorrow.

11/02/2026

On Friday, October 30th, Legacy Wealth Planning attended the 5th Annual Nevada Ski Ball in support of the Wolf Pack’s Division I alpine ski program.

It was a great night with University of Nevada supporters and ski enthusiasts coming together to pay it forward to the ski team.

Our own Nick Cohee, CFP®, serves on the board of the Nevada Ski Boosters, a 501(c)(3) nonprofit dedicated to supporting the program. Go Pack!

11/01/2026

The Affordable Care Act (ACA) Marketplace is open today through January 15, 2027.

Review your health coverage needs, compare plans, and explore your options for the year ahead.

Learn more about eligibility and enrollment at HealthCare.gov.

10/31/2026

Whether you're trick-or-treating, hosting a Halloween party, or sneaking "just one more" fun-size candy bar, we hope you have a frightfully fun Halloween!

Happy Halloween from Legacy Wealth Planning!

10/30/2026

Happy Nevada Day from Legacy Wealth Planning!

Today, we celebrate the spirit, history, and traditions that make the Silver State so special. From the iconic Carson City parade to the communities that call Nevada home, we're proud to honor the people, culture, and legacy that continue to shape our great state.

10/28/2026

With the help of LPL Research, the Weekly Market Commentary provides investors like you with easy-to-understand analysis of what's going on in the markets. Read the newest commentary here: https://lwpreno.com/weekly-market-commentary/

10/26/2026

The fourth quarter is more than a countdown to year-end.

It's an opportunity to review your investments, maximize retirement contributions, and evaluate tax-saving strategies while there is still time to make meaningful adjustments.

Small decisions made today can create opportunities tomorrow.

Start planning now and finish the year with confidence.

Schedule your Year-End Planning Review with Legacy Wealth Planning today.

10/22/2026

Without an estate plan, your loved ones could face a lengthy and expensive probate process while the state determines how your assets should be distributed.

At Legacy Wealth Planning, we'll sit down with you and work alongside your estate attorney to help identify the documents you may need, from wills and trusts to powers of attorney and healthcare directives.

Protect your family. Clarify your wishes. Move forward with confidence.

Ready to get your estate plan in order?
🔗 Schedule your consultation today: https://www.lwpreno.com/estate-planning

10/19/2026

Here is the uncomfortable question: Who is currently named on your retirement accounts, insurance policies, and investment accounts?

If you cannot answer immediately, your estate plan may contain a costly blind spot.

Life changes, but beneficiary forms do not update themselves.

Outdated beneficiary designations may control how certain assets transfer, regardless of other estate documents.

Review your wishes before an outdated designation creates confusion, conflict, or regret.

Schedule a review with Legacy Wealth Planning now.

Address

10599 Double R Boulevard
Reno, NV
89521

Opening Hours

Monday	7am - 4pm
Tuesday	7am - 4pm
Wednesday	7am - 4pm
Thursday	7am - 4pm
Friday	7am - 4pm

Telephone

(775) 850-2500

Website

http://lwpreno.com/

Alerts

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