Prospective Clients
Welcome. We are honored to partner with clients to help develop and pursue their legacy and life goals.
What to Expect
During our first meeting we will get to know you, your goals, and what matters most to you, so we can begin to understand how we can help. Our passion stems from the belief that each of us is unique in our purpose during this lifetime. We offer a complimentary first meeting — by phone, Zoom or Teams, or in person at our Ann Arbor office.
Is Legacy Wealth Partners Right for You?
Legacy Wealth Partners is thoughtfully designed to partner with successful professionals, executives, business owners, and families who are building and preserving significant wealth. We partner with households that have a minimum of $1 Million in investable retirement and non-retirement portfolios. We limit the quantity of Households that each Lead Advisor on our Team serves to 100 so that our Team can deliver on the promise that “Each Client should feel as though they are our only Client.”
Value of Partnering with Our Team
Good advice is about more than picking investments. Vanguard’s ongoing Advisor’s Alpha® research estimates that the practices a strong advisor brings — disciplined asset allocation, behavioral coaching that helps you stay invested through volatile markets, cost-effective implementation, rebalancing, and tax-smart withdrawal strategies — can add roughly 3% in net value for clients over time. Vanguard is careful to note that this is not an annual guarantee: the benefit is irregular, tends to show up most during turbulent markets, and varies significantly from one person to the next.
Client Documents
Remitting the fillable ‘Household Financial Snapshot’ and ‘Investor Profile Questionnaire’, via the links below, with your most recent statements for your Retirement and Non-Retirement Investment Portfolios, provides the most productive time together for us to analyze your situation in advance of our time together.
Household Financial Snapshot
A comprehensive overview of your household financial situation to help us understand your full picture before your first meeting.
Download PDF
Investor Profile Questionnaire
Help us understand your risk tolerance and investment preferences so we can align a strategy to your goals.
Download PDF
New Client Information Needed Form
Required account opening information and documentation checklist for new clients joining Legacy Wealth Partners.
Download PDF