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Comprehensive
Wealth Management

505 South Lenola Road
Suite 127
Moorestown, NJ 08057
856-235-0505

The Legacy Process

At Legacy Wealth Management Group we pride ourselves on building and maintaining relationships through outstanding personalized service. There is no single approach to wealth management that will suit everyone. We provide diverse strategies for our clients who have different goals and objectives but one common aspiration—creating, protecting and passing on their legacies. In order to develop the strategies to address your goals, we ulitilize our own “Legacy Process.”

Click the link below to reveal the steps within our process.

First Step: Introduction »