Prospective Clients

We are honored that you are giving our team the opportunity to meet with you to see if there is a fit for us to partner in your continued financial success and walk down the path of life with you.

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In addition to the documents, please scan/email the most recent statements of your portfolios so that during our first meeting together we can discuss our approach pertaining to our overall fiscal picture.

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To schedule time together, please contact our office with a few dates and times that accommodate your schedule.

 

Looking forward to connecting with you soon,

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The Legacy Wealth Partners Team