Legacy Wealth Partners is an exclusive group of financial services professionals who joined together to target the unique needs of affluent families who are preparing for or are already in retirement. Through our office in Woodland Hills, California, our advisors have been serving established families in the local area and around the country for years. Investments are not FDIC- or NCUA-.

We also offer comprehensive legal plans to help you save more time and money on life events. Or, find the exact document you need. Get It Print or Mail.

Messages for Those We Leave Behind. You have a unique story to tell and we can help you bring that story to life. Our lives are so short;. They are like wisps of air that pass over the earth. Affecting it while it is here. But often just as quickly forgotten. Messages for Those We Leave Behind. Does this mean that the lives of others who are not published were not great? Where virtually every.

Preserve Your History with Legacy Writing. Give your family and future generations the most precious gift possible. This is the greatest gift you will ever give or ever receive! Website by Classic Insight.

Legacy Wealth Strategies is a Full Service Financial group where your specific financial needs are addressed by a team of professionals with over 65 years combined experience and varying areas of expertise. Legacy Wealth Strategies is a Full Service Financial group where your specific financial needs are addressed by a team of professionals with over 65 years combined experience and varying areas of expertise.