Legacy Wealth Management, Inc

06/09/2026

Did you see our CEO, Jay Sharifi, on WUSA-TV’s Great Day Washington last week?

During the segment, Jay shared that financial comfort comes from the stability of your income, not the size of your portfolio.

A well-designed retirement strategy looks beyond today, helping you prepare for the future and make proactive adjustments as your needs and goals evolve.

To schedule your complimentary visit and start building your personalized retirement plan, call 877-650-4738 or visit www.lwealthmanagement.com/contact

06/05/2026

Last Saturday, we gathered at Marriott Ranch for our annual Client Appreciation Event!

Thank you to everyone who came out and spent the day with us. We always enjoy the opportunity to connect outside of the office and spend time with the clients, families, and friends who make what we do so rewarding.

Each year this event gets a little bigger and a little more special, and we’re grateful to have such an incredible community around us. We’re already looking forward to next year!

06/04/2026