Legacy Wealth Planning

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Legacy Wealth Planning At Legacy Wealth Planning, we create values-based financial plans to help you live a full, purposeful life.

We’ll partner with you to align your lifetime and generational objectives with innovative strategies designed to help you accomplish them. we create values-based financial plans to help you live a full, purposeful life. We’ll partner with you to align your lifetime and generational objectives with innovative
strategies designed to help you accomplish them.

10/16/2026

We plan for death because it feels certain, but disability is actually far more likely, especially for young men, and it's rarely part of the conversation.

Protecting your income matters just as much as protecting your family's future. At Legacy Wealth Planning, we help clients build coverage for the risks that don't get talked about enough.

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, hi...
10/15/2026

Markets have continued to climb, but leadership has become more concentrated as investors weigh persistent inflation, higher rates, and rising uncertainty. See Northwestern Mutual Wealth Management Chief Investment Officer Brent Schutte’s take on what the shift from broad growth to narrower market leadership could mean for investors. https://www.northwesternmutual.com/life-and-money/why-market-leadership-is-narrowing-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_quarterly_field&utm_term=leadership-is-narrowing&agentid=052171

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s ...
10/13/2026

Recent market moves showed how quickly sentiment around artificial intelligence can affect broader indexes. This week’s market commentary explains why diversification remains important, even as AI continues to shape market leadership. https://www.northwesternmutual.com/life-and-money/ai-market-volatility-puts-portfolio-diversification-to-the-test-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=ai-market-volatility&agentid=052171

10/06/2026

Twenty five years in, and it still comes down to the same thing: trust. At Legacy Wealth Planning, our advisors build relationships that last, getting to know each family well enough to guide them through retirement, college savings, and the unexpected, together, for the long run.

Big congratulations to Sydney!Sydney Kozakis Singh, CFP®, ChFC®, has officially earned her RICP® designation — another e...
10/02/2026

Big congratulations to Sydney!

Sydney Kozakis Singh, CFP®, ChFC®, has officially earned her RICP® designation — another exciting milestone that reflects her continued dedication to retirement income planning and the clients she serves.

Way to go, Sydney! 👏

09/30/2026

Great financial advice starts with actually knowing you, not just your numbers. At Legacy Wealth Planning, we take the time to understand what matters most to your family, then build a strategy around it, walking alongside you for the long haul, one generation to the next.

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. ...
09/29/2026

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. https://www.northwesternmutual.com/life-and-money/what-rising-interest-rates-mean-for-investors-as-growth-remains-strong-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=rising-interest-rates&agentid=052171

09/24/2026

Building wealth that lasts isn't about chasing trends. It's about consistency, patience, and disciplined saving over decades, paired with honest family conversations along the way. At Legacy Wealth Planning, we help families turn steady habits into a legacy their kids are actually prepared to carry forward.

Address

135 US 202 Suite 21
Bedminster, PA
07921

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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