legacy wealth management
At Legacy Wealth Management, we are more than just advisors, we are trusted partners. Our exclusive client events are our way of expressing gratitude for letting us be part of your journey. These monthly gatherings offer a meaningful opportunity to connect, learn, and celebrate financial milestones with a community that shares your values.
We would love to have you join us at an upcoming event – because your legacy is worth celebrating together!
At Legacy Wealth Management, your trust is the greatest compliment, and nothing reflects that more than referring a family member or friend to us. That’s why we created the Legacy Ambassador Program: to recognize and thank clients who introduce others to our firm and our community. When someone you refer schedules an appointment with us, you unlock special benefits available only to our Legacy Ambassadors.
You will receive an invitation to our Legacy Ambassador event(s) as a thank-you for trusting us with your friends and family.*
Each submission will give you (and your referral) an entry into our monthly Referral Raffle. Prizes change every month so don’t miss your chance to win!*
Once you’ve referred five people, you will join our exclusive Legacy Ambassador Hall of Fame with additional perks.*
Your referrals don’t just help those you care about, they help strengthen our community. Once your referral attends their first meeting, Legacy Wealth Management will contribute a donation to our Charity of the Year.
**Note: Conditions are subject to change.
Schedule your personal Discovery visit today to speak one-on-one with an advisor.
ServiceSource is a nonprofit organization based in Oakton, Virginia, dedicated to supporting individuals with disabilities and empowering their families, caregivers, and communities.
Cole’s Closet is a nonprofit organization in Springfield, Virginia, committed to brightening the lives of sick children in hospitals by donating thousands of new toys, books, and other care packages.
Ready to take the first step in your financial journey? Schedule a complimentary meeting with one of our financial advisors and learn more about how we can help you achieve your financial goals.
.svg)