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You’ve worked hard your entire life for your assets.

Long hours, even longer days, your hard labor and dedication. Everything you’ve done up to this point has been to secure a comfortable future for yourself and your loved ones.

So now that you’re here, where do you go next?

Legacy Wealth Strategies specializes in providing comprehensive financial guidance to help ensure you reach your retirement goals, with portfolios designed to grow your wealth and build your legacy. We are not just merely financial advisors – we are advocates for our clients, whom we treat like family. All strategies we develop for you will be solely in your best interest, focused on achieving your goals in the most efficient way possible.

Call us today to take hold of your financial future and let us help you achieve a comfortable retirement for yourself and your loved ones: (502) 931-2936 or email.


From investment to estate guidance, our breadth of services is built upon strategic planning and tactical management.

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Our holistic process covers all bases – when developing your plan, we thoroughly examine your complete financial picture so that we may help set you up for success.

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About Us

With our decades of combined experience and three office locations, our team is well equipped and ready to help you achieve the financial future you’ve always dreamed of.

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