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!
We created the Legacy Ambassador Program to recognize and thank clients who introduce loved ones to our firm and our community. When someone you refer attends an appointment with us, you unlock special benefits available only to our Legacy Ambassadors.
You will receive an exclusive invitation to our Legacy Ambassador event(s) as a thank-you for trusting us with your friends and family.
For each referral, Legacy Wealth Management will share a donation to our Charity of the Year.
Your referrals don't just help those you care about, they help strengthen our community. For more questions about our Legacy Ambassador Program, please contact our office by calling
(877) 650-4738 or email our team at info@lwealthmanagement.com.
Schedule your personal Discovery visit today to speak one-on-one with an advisor.
Northern Virginia Family Services is a nonprofit organization headquartered in Falls Church, Virginia, dedicated to investing in families and strengthening communities. They work to lift individuals and families in the Prince William County area from poverty to hopeful futures.
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.
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