Your trusted financial partner for retirement and beyond
At Legacy Wealth Partners, we provide multigenerational financial planning so you and your family have a trusted partner at every stage of life. We cover the entire spectrum of your financial plan, from investment accumulation and asset protection to estate preservation and legacy planning. Our goal is to be your lifelong guide and sounding board, providing clarity about your financial position so you feel confident making strategic decisions—because when you know where you stand and where you’re going, you have freedom to fully enjoy life without worry.
For your family.
For your business.
For your peace of mind.
We specialize in assisting successful individuals, families, and business owners as partners in their financial lives. Whether you’re planning for retirement or a business exit, we meet you right where you are to identify and navigate risks and opportunities based on your unique circumstances. With our extensive expertise and resources, we provide comprehensive guidance that helps you optimize every aspect of your wealth.
8020 SW Pfaffle Street Suite 100
Portland, OR 97223