Discovery Meeting

We welcome you to contact us and set up a discovery meeting, at no cost or obligation. At the meeting, you can discuss your financial needs with our experienced advisors, as well as a mutual assessment of the benefits from a relationship with Legacy Wealth Partners.

When a client appoints us to conduct further work, the scope and complexity will determine the fee. We will disclose this to the client before any further work is undertaken.

Please contact us to arrange a meeting.