Legacy Wealth Management, located in Sacramento, California, is a financial advisory firm affiliated with Raymond James Financial Services, Inc. The firm specializes in providing comprehensive wealth management solutions, including financial planning, investment management, and retirement strategies, tailored to meet the unique needs of each client.

Their team comprises Certified Financial Planner™ professionals and Certified Exit Planners®, offering specialized expertise to business owners navigating successful and tax-efficient exit strategies. Legacy Wealth Management emphasizes a client-first approach, focusing on building long-term relationships based on trust and personalized service.