Legacy Private Wealth Partners

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Greenwood Village, CO
Legacy Private Wealth Partners

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Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Legacy Private Wealth Partners, Financial planner, 5445 DTC Parkway, Suite 1100, Greenwood Village, CO.

Legacy Private Wealth Partners is an independent wealth management firm dedicated to helping our clients preserve and grow their hard-earned wealth, while protecting their legacy.

10/28/2026

The loss of a loved one can bring difficult emotional and financial decisions. However, a thoughtful estate plan can help ease uncertainty during a challenging time.

From beneficiary designations to trusts and tax strategies, preparation brings clarity, and we are here to help you every step of the way.

Learn more about how we can help: https://legacypwp.com/life-events/

10/26/2026

Over the past year at Legacy and Concurrent, Gabe has built a practice grounded in one belief: financial planning starts with relationships, not numbers. He takes the time to understand what drives each client and what keeps them up at night, then builds plans that truly fit how they want to live.

With Legacy's financial planning resources, dedicated operational support, and collaborative team behind him, Gabe has been able to spend more time where it matters most: building relationships and helping clients reach their goals. He brings that same team-first mindset to his colleagues, always ready to share ideas and offer support.

Looking ahead, Gabe is excited to deepen client relationships, welcome new ones, and expand his ability to deliver comprehensive retirement, tax, and estate planning through Legacy and Concurrent's resources.

Thank you, Gabe, for everything you've contributed this past year. Your thoughtful approach, collaborative spirit, and commitment to personal service make you an invaluable part of our team. We're excited to see what the year ahead brings!

10/14/2026

We're proud to cheer on Sean O'Neill as he runs the New York City Marathon on November 1st in support of the Multiple Myeloma Research Foundation. After months of training under his belt, Sean is getting closer to the starting line, all while using every mile to support research and progress for those affected by multiple myeloma.

We're behind you, Sean. Good luck on race day!

10/07/2026

Market volatility is inevitable, but a thoughtful financial plan can help you navigate it with confidence. A well-designed investment strategy is built around understanding your risk, aligning your portfolio with your goals, and having a plan that can withstand changing market conditions.

At Legacy, we believe thoughtful risk management starts with understanding where you are going and building a strategy designed to help you stay on track.

Learn more: https://legacypwp.com/blog/preparing-for-the-unexpected-why-risk-management-matters/

09/30/2026

Financial planning works best when it considers the bigger picture — your goals, family, tax considerations, liabilities, philanthropy, and the legacy you hope to leave behind.

At Legacy, we bring these pieces together to create a personalized plan built around your life and what matters most to you.

Learn more about our comprehensive approach to wealth management: https://legacypwp.com/investors/

09/22/2026

A little friendly competition and a lot of great company!

We had a great time bringing clients and friends together for our Pickleball Happy Hour at SportyPickle. It was a fun afternoon filled with plenty of time on the courts, good food and drinks, and even better conversation.

Thank you to everyone who joined us and made the day such a great one. Special thanks to our sponsors, Matt McGee, CAIA, CIMA®, from iCapital, and Nicole Edwards, CAIA, from Ares Management!

Swipe through for a few highlights!

09/16/2026

Long-term care may feel like a distant concern, but planning ahead can make all the difference.

With 70% of adults aged 65 and older expected to need some form of long-term care, the financial impact can be significant, especially when care may last three to five years and costs can reach thousands of dollars each month.

From insurance and investments to estate planning, the right strategy starts well before care is needed. We can help you determine how long-term care fits into your broader financial plan. https://legacypwp.com/life-events/

09/02/2026

Karch Schwartz and Jake Graefe recently spent a few days in NYC at a Capital Group event, connecting with industry leaders and diving into the evolving ETF landscape.

One of the biggest takeaways was that creating value for clients isn’t about relying on a single approach. It’s about understanding the different investment vehicles available and knowing when and how to use them to support each client’s goals.

A great few days of learning, conversation, and fresh perspectives. Plus, a chance to meet the “Einstein of Wall Street," Peter Tuchman!

08/26/2026

“Meeting you where you are” is more than just a catchphrase. Wherever life takes you, we provide the depth of resources you'd expect from a large firm with the personal relationships and responsive service of a trusted local advisor.

Whether you’re just starting out on your financial journey or are well on your way, we’re here to offer you the resources you need to succeed. https://legacypwp.com/

08/19/2026

Insurance should do more than protect against the unexpected. It should strengthen your financial plan. From protecting your income and business to preserving your legacy for future generations, the right insurance strategies can play a critical role in long-term wealth planning.

In our latest blog, we explore why insurance isn't just a safety net, but an essential planning tool that helps safeguard everything you've worked to build. https://legacypwp.com/blog/insurance-is-a-planning-tool-not-just-a-safety-net/

Address

5445 DTC Parkway, Suite 1100
Greenwood Village, CO
80111

Telephone

+17203812669

Website

https://legacypwp.com/

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