Legacy Wealth Planning

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Legacy Wealth Planning At Legacy Wealth Planning, we're committed to what's important: You. No offers may be made or accepted from any resident of any other state.

We serve Reno, NV and beyond with comprehensive wealth management services like retirement planning, asset management, education planning, and small business planning. • Securities offered through LPL Financial, Member FINRA/SIPC finra.org/sipc.org

Investment advice offered through Legacy Wealth Planning, a Registered Investment Advisor and separate entity from LPL Financial.
• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Your health coverage deserves a second look. From October 15 through December 7, Medicare beneficiaries can review, comp...
10/15/2026

Your health coverage deserves a second look. From October 15 through December 7, Medicare beneficiaries can review, compare, and make changes to their coverage for the coming year.

👉 Visit Medicare.gov to learn more and explore your options.

Congratulations to Nick and Meg Cohee on the arrival of their third son, Bear Cohee. Everyone is home and happily soakin...
10/14/2026

Congratulations to Nick and Meg Cohee on the arrival of their third son, Bear Cohee.

Everyone is home and happily soaking up all those newborn snuggles.

With the help of LPL Research, the Weekly Market Commentary provides investors like you with easy-to-understand analysis...
10/14/2026

With the help of LPL Research, the Weekly Market Commentary provides investors like you with easy-to-understand analysis of what's going on in the markets. Read the newest commentary here: https://lwpreno.com/weekly-market-commentary/

How has it been 13 years?Time flies when you’re part of a great team!October 7th marked Ashlee Piroli’s 13th anniversary...
10/13/2026

How has it been 13 years?

Time flies when you’re part of a great team!

October 7th marked Ashlee Piroli’s 13th anniversary with Legacy Wealth Planning

Cheers to 13 years, Ashlee!
Drop a 🎉 in the comments to help us celebrate!

Investing for retirement is only part of the equation.If long-term care becomes necessary, unplanned expenses could drai...
10/12/2026

Investing for retirement is only part of the equation.

If long-term care becomes necessary, unplanned expenses could drain assets, interrupt income
strategies, and shift financial or caregiving responsibilities to your family.

A strong financial plan prepares for more than the future you expect.
It prepares for the one you do not.

Ask Legacy Wealth Planning to stress-test your plan before life does.
https://www.lwpreno.com/team

Healthcare needs and plan benefits can change over time. As Medicare Open Enrollment approaches, it's a good opportunity...
10/06/2026

Healthcare needs and plan benefits can change over time.

As Medicare Open Enrollment approaches, it's a good opportunity to review your current coverage, evaluate prescription drug costs, and assess whether your healthcare plan to ensure your coverage still fits your healthcare needs and budget.

Learn more and compare plan options at Medicare.gov.

Most retirement plans assume you'll keep working until you're ready to stop. But what if life has other plans? An early ...
10/05/2026

Most retirement plans assume you'll keep working until you're ready to stop.

But what if life has other plans? An early retirement can quickly expose gaps in savings, income, and protection strategies.

Let Legacy Wealth Planning help you prepare for whatever comes next. Before life does.
https://www.lwpreno.com/chris

☕ Your morning coffee won't ruin your retirement.Going another year without a financial plan might.The biggest threat to...
10/01/2026

☕ Your morning coffee won't ruin your retirement.

Going another year without a financial plan might.

The biggest threat to your future isn't what's in your cup.

It's what's missing from your strategy.

👉 This Financial Planning Month, let's change that.

Address

10599 Double R Boulevard
Reno, NV
89521

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm

Telephone

(775) 850-2500

Website

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