- Certified Financial Planner (CFP)
- Financial Planning
- Wealth Management
Why choose this provider?
Legacy Wealth Management offers a broad range of services, including financial planning, asset management, risk management, trust services, and environmental, social, and governance investing. Serving its clients in Davie, the firm's team has a collective experience of a century and a half in complex financial matters. Managing principal and CIO Tony DuBose co-founded the firm. He holds an Accredited Investment Fiduciary designation and has more than two and a half decades of experience as a wealth advisor.