Legacy Wealth Management, located in Sacramento, California, is a financial advisory firm dedicated to helping clients maximize their wealth and live their legacy. The firm offers a range of services, including comprehensive financial planning, investment management, and business exit strategies, all tailored to meet the unique needs of each client. With a team of Certified Financial Planners™ and Certified Exit Planners®, Legacy Wealth Management emphasizes a client-centric approach, ensuring that clients’ interests are always the top priority. The firm collaborates with legal and tax professionals to provide holistic solutions, aiming to optimize financial outcomes and secure a prosperous future for clients and their families. By combining industry expertise with personalized service, Legacy Wealth Management strives to build long-term relationships and guide clients through every stage of their financial journey.