Legacy Wealth Solutions, Inc. is a purpose driven wealth advisory firm with the sole aim of helping our clients to align their finances with their true purpose and passion. We create plans using our Seeds of Abundance Formula which helps our clients to focus first and foremost on their family legacy and charitable goals. We help them to build a plan that allows them to aspire to a work optional life style. Some plan for a future retirement while others want to continue to work because they want to, not because they have to. We help them to build their recreational bucket list so they can do the things that they may not have had time or money to do while working and raising a family. Creating a plan that incorporates what is most important to our clients today, while being nimble while life happens sets our process apart. Helping our clients to create their life of abundance is at the heart of all that we do!
From Latrobe, East on Route 30, Left onto West Main Street....office is in the right 243 West Main....green house with steel roof