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Monday 8:30am - 5:30pm Tuesday 8:30am - 5:30pm Wednesday 8:30am - 5:30pm Thursday 8:30am - 5:30pm Friday 8:30am - 5:30pm

Legacy Wealth Management

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United States
Fort Lauderdale, FL
Legacy Wealth Management

Managing Generations of Wealth Legacy Wealth Management is a boutique wealth management firm headquartered in Fort Lauderdale, FL. Member FINRA/SIPC.

We help our clients pursue their life goals by providing personalized, independent investment advice coupled with comprehensive financial planning. Our firm's locations serve clients living in South Florida and throughout the United States. Our team of professionals has over 150 years of combined experience working with complex financial matters. Legacy Wealth Management’s mission is to have a pos

itive impact on the lives of our clients and their families. This mission is grounded in the core values of integrity and transparency. We strive to fulfill on this every day by delivering personalized planning solutions and ongoing service that far exceeds clients’ expectations. For more information about the services we offer and the investment professionals on our team, please see our website (lwmfl.com) or call us at 954-474-7100 or 800-519-4015 (toll free). The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. finra.org sipc.org. Investment advice offered through LWM Advisory Services LLC, a registered investment advisor. Lega

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Third party articles have been obtained from sources believed to be reliable, but the accuracy of the information is not guaranteed. The information contained in third party articles is general in nature and should not be construed as investment advice or as a recommendation of any investment or investment strategy or approach. Investors should consult with a financial advisor before investing.

12/31/2025

From our family to yours, the Legacy Wealth Management team wishes you a Happy New Year. May 2026 bring you health, happiness, and continued prosperity.

09/01/2025

Legacy Wealth Management wishes you a Happy Labor Day! Today we honor the hard work, dedication, and achievements of Americans that built a lasting legacy for generations of to come.

07/04/2025

Happy 4th of July! To all of our clients and associates, we hope you enjoy the weekend celebration of 249 years of our nation's independence.

02/06/2025

09/17/2024

The Legacy team had a great time at our annual retreat talking about innovative ways to provide outstanding service to our current and future clients.

07/10/2024

Legacy Wealth Management is pleased to present:
2024 Midyear Outlook: Still Waiting for the Turn

"This midsummer update offers fresh insights into the economic and market landscape, along with their potential impact on investment portfolios."

https://www.lpl.com/news-media/research-insights/lpl-research-midyear-outlook.html

05/15/2024

We are so pleased to welcome back Legacy Wealth Management as one of our 2024 Roseanne Roseannadanna Sponsors for the 28th Annual Live from South Florida ... It's Saturday Night.

is a trusted financial planning and wealth management firm dedicated to helping clients protect and grow their wealth. Specializing in comprehensive solutions tailored to each client, they strive to create a positive impact on the lives of our clients and their families.

Thank you, Legacy Wealth Management, for being a strong member of our Community of Hope, and creating a lasting impact in our cancer community.

Join Legacy Wealth Management, as well as all of our community supporters, this Friday at our Live from South Florida ... It's Saturday Night comedy show benefiting Gilda's Club South Florida's free services and programs. Purchase your tickets today by visiting bit.ly/GildasSNL28.

04/25/2024

The LWM team is excited to be part of the 7th annual TEE Off Into the Summer. Good luck out there tomorrow Marco!

It is that time of the Year again TEE Off Into the Summer and we are happy to announce that we are donating part proceeds to Piper High School.

One of our hole Sponsors this year is Marco Bohorquez Legacy Wealth Management

Our Title sponsor@cityofsunrise Agent JKClosingAgent and Sunrise Florida Government

The day promises to be filled with giveaways and surprises!

04/08/2024

Market Update 4/8/24: https://www.lwmfl.com/market-update

"Here we preview first quarter earnings season, which will benefit from an improving economic environment and continued strength in technology."

03/25/2024

Market Update 3/25/24: https://www.lwmfl.com/market-update

"The difference between strategic and tactical investment time horizons can be likened to the ebb and flow of tidal patterns in oceans."

03/07/2024

Our firm is excited to return as a co-sponsor and competitor in this year's NSU Scholarship Fishing Tournament, where all proceeds go to scholarships for high-achieving graduate students at NSU's Halmos College of Arts & Sciences.

Legacy Wealth Management's Chief Investment Officer, Tony, has long been a contributor to NSU's coral reef restoration projects across South Florida and has established the DuBose Family Coral Reefs Endowment Fund to support these efforts.

Information on joining the fishing tournament and supporting NSU's reef restoration projects can be found in the link below.

https://hcas.nova.edu/fishingtournament/index.html

03/04/2024

Market Update 3/4/24: https://www.lwmfl.com/market-update

"Fourth quarter earnings season is winding down with only about a dozen companies in the S&P 500 left to report. After a slow start mired by messy bank results early on, corporate America picked up the pace and ended up delivering results well ahead of expectations".

Address

3301 College Avenue
Fort Lauderdale, FL
33314-7796

Opening Hours

Monday	8:30am - 5:30pm
Tuesday	8:30am - 5:30pm
Wednesday	8:30am - 5:30pm
Thursday	8:30am - 5:30pm
Friday	8:30am - 5:30pm

Telephone

+19544747100

Website

http://www.lwmfl.com/

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Our Story

Legacy Wealth Management is committed to helping clients find financial solutions through independent and comprehensive financial planning, tailored investment management approaches, and personalized, personal customer service.

Our goal is to be your most trusted financial manager by providing comprehensive financial planning and wealth management services.

Based in Plantation, FL, our firm’s three locations serve clients in the tri-county area (Miami-Dade, Broward, and Palm Beach) as well as clients across the United States. Our mission to have a positive impact on the lives of our clients and their families is grounded in the core values of integrity and transparency.

Our team of experienced professionals provides comprehensive wealth management strategies and the latest in financial planning technology to deliver personalized planning solutions and ongoing service that far exceed clients’ expectations.

Whether you are planning for retirement, creating a long-term plan for your assets, growing your business, or simply need to know where to begin, consider a trusted investment advisor at Legacy Wealth Management. Please call us at 954-474-7100 or 800-519-4015 (toll free).

Client Approach

Our fundamental approach to wealth management is to offer objective investment advice coupled with a sound financial plan that addresses our clients’ goals.

We begin by asking the client to share their short and long-term aspirations with us, as these will inform the decisions we help you make now. Your LWM financial advisor will guide you every step of the way, working with you to develop a personalized plan that will put you on a path toward any goal you set for yourself.

Our clients range from individuals, non-profit organizations, financial institutions, and corporations. Our diverse team of investment professionals have over 150 years combined experience managing our clients' wealth planning needs. LWM is an independent firm offering no proprietary products or services.

Services

At Legacy Wealth Management, our professionals offer investment services through several distinct platforms including professionally managed accounts, mutual funds, individual fixed income securities, private non-traded REIT's, insurance products and more.

Services our professionals offer include fee-based financial planning, life insurance strategies, risk management, tax planning, retirement planning and pension services, and charitable planning services.

Important Disclosures

Securities offered through LPL Financial, Member FINRA (www.finra.org)/SIPC (www.sipc.org). Investment advice offered through LWM Advisory Services LLC, a registered investment advisor. LWM Advisory Services LLC and Legacy Wealth Management are separate entities from LPL Financial. The LPL Financial Registered Representatives Associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, NC, NJ, NV, NY, OH, OK, TN, TX, VA. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Third party information has been obtained from sources believed to be reliable but the accuracy of the information is not guaranteed.

The information contained in third party articles is general in nature and should not be construed as investment advice or as a recommendation of any investment or investment strategy or approach. Investors should consult with a financial advisor before investing.