Our Commitment is Our Word. In Conversation With Our Investment Specialists. An Interview with Vito Maida. IPC Private Wealth Manager Insights.

For more about our comprehensive wealth planning services, and how we proactively provide customized solutions for your family. About how we implement innovative, value investing - and aim to acquire more that you are paying for. Which is dedicated to proactive advice, transparent communication and - most importantly - your interests. Chinden Blvd, Suite 100. 8203; 2017 Legacy Wealth Management LLC.

No financial strategy is complete without a plan to protect loved ones from financial loss. Wise asset allocation and careful investment selection are key to a well-balanced portfolio. A detailed estate plan creates a legacy that can benefit your heirs in many ways. Retirement today comes with many possibilities. We can help you make the most of every opportunity.

Legacy Wealth Partners in an independent, full-service financial advisory firm serving families throughout Ohio. We have developed our practice by reaching out, nurturing and maintaining trusting relationships with each of our clients. Our mission is to provide complete, efficient and stable investment strategies to individuals and families. SIGN UP FOR OUR UPCOMING SEMINAR.