Legacy Wealth Management, Inc

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Legacy Wealth Management, Inc Legacy Wealth Management’s mission is to inspire and empower our clients to fulfill their legacy! Member of the Prince William Chamber of Commerce

Legacy Wealth Management’s mission is to help you build a better legacy. Our primary area of expertise is wealth management and building a secure financial future.

Myths can feel like facts, especially when it comes to estate planning.In our November newsletter, we explore six common...
11/03/2026

Myths can feel like facts, especially when it comes to estate planning.

In our November newsletter, we explore six common estate planning myths, uncover what’s true, and learn why the details matter.

If you'd like to receive more monthly insights from Legacy Wealth Management, sign up for our monthly e-newsletter here:
https://lwealthmanagement.com/ #:~:text=JOIN%20OUR%20INSIDER,EMAIL%20ADDRESS

Happy Halloween from Legacy Wealth Management! 🎃If you've stopped by our office recently, you may have noticed a new new...
10/31/2026

Happy Halloween from Legacy Wealth Management! 🎃

If you've stopped by our office recently, you may have noticed a new new faces hanging around our lobby! 💀

Wishing everyone a fun and safe Halloween!

Today, we're celebrating Ron's 3rd anniversary with Legacy Wealth Management! 🎉As a Financial Planning Associate, Ron's ...
10/30/2026

Today, we're celebrating Ron's 3rd anniversary with Legacy Wealth Management! 🎉

As a Financial Planning Associate, Ron's attention to detail and strong communication help keep things running smoothly behind the scenes while supporting our clients and team.

We're grateful for all that he does. Congratulations on three great years, Ron! Here's to many more ahead!

We had a great time at our 3rd Annual Guys Trivia Night last Thursday!Thank you to everyone who came out and made the ev...
10/26/2026

We had a great time at our 3rd Annual Guys Trivia Night last Thursday!

Thank you to everyone who came out and made the evening so much fun. A special congratulations to our three trivia winners! 🏆

We're already looking forward to next year!

Happy National Boss's Day! 🍩We celebrated with donuts and cards as a little thank you to our bosses for all that they do...
10/16/2026

Happy National Boss's Day! 🍩

We celebrated with donuts and cards as a little thank you to our bosses for all that they do!

We're grateful for their leadership and everything they do for our team!

10/13/2026

For most of your working years, you know when your next paycheck is coming. But what happens when that paycheck stops?

Retirement brings a shift from saving money to creating income from what you've accumulated over time.

In our latest blog, we explore how Social Security, retirement accounts, investments, and other income sources can work together to support your retirement lifestyle.

Read the full blog here:
https://lwealthmanagement.com/news/how-to-build-a-retirement-paycheck-after-your-career-paycheck-stops

Today, we're celebrating Kaycee on her 9th anniversary with Legacy Wealth Management!As our Director of Operations, Kayc...
10/09/2026

Today, we're celebrating Kaycee on her 9th anniversary with Legacy Wealth Management!

As our Director of Operations, Kaycee plays an important role in shaping internal processes, supporting our team's growth, and ensuring day-to-day operations run smoothly.

We're thankful for everything she's contributed over the years! Congratulations, Kaycee! 🎉

Today, we’re celebrating Eian’s 2nd anniversary with Legacy Wealth Management! 🎉Over the past two years, Eian has been a...
10/08/2026

Today, we’re celebrating Eian’s 2nd anniversary with Legacy Wealth Management! 🎉

Over the past two years, Eian has been a valued member of our team, providing excellent service to our clients and sharing his knowledge and experience with those around him.

We appreciate his continued dedication to the firm and look forward to many more great years ahead!

Two people can enter retirement with similar savings and experience very different outcomes.In our latest newsletter, we...
10/06/2026

Two people can enter retirement with similar savings and experience very different outcomes.

In our latest newsletter, we take a closer look at why the years surrounding retirement deserve special attention and some of the considerations that can help your retirement plan respond to market changes.

If you'd like to receive more monthly insights from Legacy Wealth Management, sign up for our monthly e-newsletter here:
https://lwealthmanagement.com/ #:~:text=JOIN%20OUR%20INSIDER,EMAIL%20ADDRESS

Address

10432 Balls Ford Road, Suite 120
Manassas, VA
20109

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 12:30pm

Telephone

+17034579940

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