Legacy Wealth

Legacy Wealth Legacy Wealth offers a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person.

Our clients range from individuals and families, to businesses. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey. Some of our services include: financial planning, retirement planning, portfolio management, risk management, etc.

Optimism surrounding a potential de-escalation has carried over to this morning, with Bloomberg reporting that President...
04/01/2026

Optimism surrounding a potential de-escalation has carried over to this morning, with Bloomberg reporting that President Trump estimates a possible drawdown from Iran within two to three weeks.

Read more in the Morning Brew.

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Equity futures point to a higher opening this morning after the major averages finished mostly lower to start the holida...
03/31/2026

Equity futures point to a higher opening this morning after the major averages finished mostly lower to start the holiday-abbreviated week.

Read more in the Morning Brew.

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Equity futures point to a higher opening this morning to start a holiday-abbreviated week. The major averages are coming...
03/30/2026

Equity futures point to a higher opening this morning to start a holiday-abbreviated week. The major averages are coming off their fifth consecutive losing week, with each index retreating more than 1.5% in Friday's action.

Read more in the Morning Brew.

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See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
03/27/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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Equity futures point to a lower opening this morning as geopolitical volatility and climbing oil prices continue to exer...
03/27/2026

Equity futures point to a lower opening this morning as geopolitical volatility and climbing oil prices continue to exert broad pressure on the market.

Read more in the Morning Brew.

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Equity futures point to a lower opening this morning after some optimism surrounding a potential off-ramp to the war in ...
03/26/2026

Equity futures point to a lower opening this morning after some optimism surrounding a potential off-ramp to the war in Iran pushed oil and yields lower yesterday while stocks climbed.

Read more in the Morning Brew.

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Equity futures point to a higher opening this morning after the major averages gave back a chunk of Monday's advance in ...
03/25/2026

Equity futures point to a higher opening this morning after the major averages gave back a chunk of Monday's advance in yesterday's session, though the losses were relatively modest.

Read more in the Morning Brew.

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Equity futures point to a slightly lower opening after stocks rallied to start the week following President Trump's clai...
03/24/2026

Equity futures point to a slightly lower opening after stocks rallied to start the week following President Trump's claim that the U.S. and Iran have engaged in productive negotiations to end all hostilities.

Read more in the Morning Brew.

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Address

14950 W Indian School Road, Ste 180
Goodyear, AZ
85395

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm

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