OUR MISSION

Our mission is to provide you with independent and objective guidance to help you meet all of your financial goals.

We believe in challenging the norm, delivering unbiased strategies using an open architecture platform centered on your specific objectives. We follow a fiduciary standard throughout the financial planning engagement. We act in your best interest and are focused on customized, unaffiliated, and transparent solutions.

OUR HISTORY

In the early days, there were few fee-based independent wealth management practice. In fact, most investment advice came from commission-based representatives working for large regional and national Broker/Dealers.

Stephen Pincin took note. He felt that potential conflicts of interest could sometimes exist with commissionable products and team structures. So in 1994, Steve founded Legacy Wealth Management in the spirit of providing objective and customized guidance on a fee basis to help ensure maximum transparency and trust among clients. However, when deemed appropriate, commission brokerage accounts are available.

Not only was Steve an early adopter of the discretionary, fee-based asset management model that has become today’s industry standard, but he also recognized the value of emphasizing family wealth planning, business consulting, and 501c3 advisory services within his practice.

In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part 2 as well as the client agreement.