Legacy Wealth Planning

Legacy Wealth Planning At Legacy Wealth Planning, we're committed to what's important: You. No offers may be made or accepted from any resident of any other state.

We serve Reno, NV and beyond with comprehensive wealth management services like retirement planning, asset management, education planning, and small business planning. • Securities offered through LPL Financial, Member FINRA/SIPC finra.org/sipc.org

Investment advice offered through Legacy Wealth Planning, a Registered Investment Advisor and separate entity from LPL Financial.


• 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.
• 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.

With the help of LPL Research, the Weekly Market Commentary provides investors like you with easy-to-understand analysis...
06/03/2026

With the help of LPL Research, the Weekly Market Commentary provides investors like you with easy-to-understand analysis of what's going on in the markets. Read the newest commentary here: https://lwpreno.com/weekly-market-commentary/

Last night, the Legacy Wealth Planning team had a great time at the 2026 Official Community Choice Best of Reno Award Ce...
05/29/2026

Last night, the Legacy Wealth Planning team had a great time at the 2026 Official Community Choice Best of Reno Award Ceremony.

While we didn’t take home the award this year, we’re so grateful to have been nominated and supported by such an amazing, loyal community. Thank you to everyone who voted for us—it truly means a lot.

Events like this are a great reminder of how lucky we are to serve this incredible city.

Reno, we appreciate you!

Education planning isn’t just about saving—it’s about strategy. From tax‑advantaged 529 Plans to custodial accounts and ...
05/28/2026

Education planning isn’t just about saving—it’s about strategy. From tax‑advantaged 529 Plans to custodial accounts and prepaid tuition options, understanding your choices can help you make informed decisions.

We’re here to explain your options and help create a college savings plan aligned with your family’s financial goals.

Take the next step with Legacy Wealth Planning.
👉https://www.lwpreno.com/education-planning

Honoring all who serve—and the families who support them. Thank you to our active‑duty members, veterans, and military f...
05/25/2026

Honoring all who serve—and the families who support them. Thank you to our active‑duty members, veterans, and military families. In observance of the holiday our offices are closed today!

The college‑to‑career pipeline is changing fast. This article explores how young workers are adapting to AI—and why many...
05/22/2026

The college‑to‑career pipeline is changing fast. This article explores how young workers are adapting to AI—and why many are choosing hands‑on, real‑world careers.

As white-collar opportunities shrink, young workers are betting on hands-on careers that offer real security.

Congratulations to Nick Vargas on graduating from the University of Nevada, Reno with a master’s in finance!This moment ...
05/19/2026

Congratulations to Nick Vargas on graduating from the University of Nevada, Reno with a master’s in finance!

This moment represents years of hard work, late nights, and perseverance. As you step into what’s next—new opportunities, new challenges, and new goals—carry forward the lessons that got you here.

Your future is full of possibility, and this is only the beginning.

Address

10599 Double R Boulevard
Reno, NV
89521

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm

Telephone

(775) 850-2500

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