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Legacy Wealth Management, LLC.

5 Public Square, Suite 425
Hagerstown, MD 21740

Phone:

1-800-254-0378

Fax:

1-888-339-1614

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Helping affluent investors to manage grow and protect their wealth through discipline and process.

Our office helps affluent investors, retirees, and pre-retirees to grow, manage and preserve their wealth and to find the most suitable investments and insurance products. As an independent financial advisor, we take pride in offering an un-biased advisory relationship to our clients. We can help you focus on the total picture and your long term financial goals and dreams. We can help you find practical solutions to your financial planning issues and help consolidate and simplify your investments and your life. We can help you plan for retirement and potentially reduce taxes on investments, estate and social security income. We can help you find the most suitable, insured, tax-deferred, income or growth investments. We can also help you find the most suitable retirement plan for you or your business. Please call our office for more information or to receive our free newsletter. We are currently offering complimentary financial plan and rewards for referring or becoming a new client. Please call our office for details.

Considering some important issues now could provide more options in the event of early retirement.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

This calculator can help you determine whether you should consider converting to a Roth IRA.

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

This calculator can help you estimate your annual federal income tax liability.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck