About Us

At Legacy Wealth Assurance, we believe in securing your financial future and leaving a lasting legacy for your loved ones. Our innovative solutions and personalized approach ensure that your wealth is protected and your legacy preserved.

Discover Our Services

Explore our range of services tailored to meet your unique financial goals. From wealth planning to estate management, we have you covered.

Our Story

At Legacy Wealth Assurance, we believe in the power of financial security to transform lives and shape futures. Founded in 1994, our company was born out of a passion for helping individuals and families achieve their long-term financial goals and leave behind a lasting legacy for generations to come. We ultimately want to combat predatory and deceitful insurance companies who fail to “insure” their clients

Assurance

Redefining Financial Security

Assurance stands apart from traditional insurance by providing guaranteed peace of mind and security for the future. While insurance often focuses on mitigating risks and uncertainties, assurance assures clients of specific outcomes, particularly in the realm of financial planning. At Legacy Wealth Assurance, we believe in guaranteeing the future, especially when it comes to leaving a generational legacy. Unlike insurance, where benefits are contingent on uncertain events, such as accidents or illnesses – Our assurance plans offer guaranteed benefits, particularly in the event of death. We recognize that death is an inevitable part of life, and as such, we believe that leaving a lasting legacy for future generations should also be assured. By prioritizing guaranteed payouts and comprehensive wealth-building strategies, we empower our clients to secure their financial legacy with confidence and certainty.

Our Mission

Our mission is simple yet profound: to empower our clients to build wealth, protect their assets, and secure a brighter future for themselves and their loved ones. We strive to provide innovative financial solutions and personalized guidance that enable our clients to navigate the complexities of wealth management with confidence and clarity.

Wealth Management

Work with a dedicated advisor

We’ll partner with you on a customized plan designed to help grow and protect your wealth.

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The Fidelity advantage

Our Values

Our Mission

Ready to invest?

Whether you need a trading account, or a rollover, traditional, or Roth IRA—it only takes a few minutes to open an account.

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We’re here to help no matter where you are in your financial journey with the account choices, tools, and information to help you move your money forward.

Keeping your information and assets secure

The protection of your portfolio and personal information is the foundation of our relationship. That’s why we offer the latest technology to help give you the ultimate benefit—peace of mind.

Help maximize every trade with our tools, research, and execution

From 2022 through 2024, NerdWallet3 has rated Fidelity the Best App for Investing and the Best Online Broker for Beginning Investors. StockBrokers.com4 also rated Fidelity #1 Overall Broker in 2022, 2023, and 2024. In 2023, both Barron's5 and Kiplinger's6 awarded Fidelity Best Online Broker. Investopedia7 also rated Fidelity Best Online Broker as well as Best Broker for Low Costs. For 2022, Investor's Business Daily8 rated Fidelity #1 Best Overall Online Broker.

Our Values

As a thank you for clients who invest at least $250,000 in professionally managed assets,10 we’re offering a wide range of benefits including:

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Planning & advice

Straightforward pricing

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1. $0.00 commission applies to online U.S. equity trades, exchange-traded funds (ETFs), and options (+ $0.65 per contract fee) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients. Sell orders are subject to an activity assessment fee (historically from $0.01 to $0.03 per $1,000 of principal). There is an Options Regulatory Fee that applies to both option buy and sell transactions. The fee is subject to change. Other exclusions and conditions may apply. See Fidelity.com/commissions for details. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Institutional^® are subject to different commission schedules.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized OptionsOpens in a new window. Supporting documentation for any claims, if applicable, will be furnished upon request.

2. Fidelity commissioned Corporate Insight to study bond pricing, available online, for self-directed retail investors from three brokers (Merrill Lynch, Morgan Stanley, and Wells Fargo) that offer corporate and municipal bonds for comparison to Fidelity’s standard online pricing. The study compared online bond prices for more than 27,000 municipal and corporate inventory matches from January 28 through March 2, 2020. It compared municipal and corporate inventories offered online in varying quantities. The study found that, on average, the three online bond brokers were asking $15.41 more per bond. Corporate Insight determined the average price differential by calculating the difference between the prices of matching corporate and municipal bond inventory at Fidelity, including Fidelity’s $1 per bond mark-up for online trades vs. the prices offered online for the same bonds from the three brokers, then averaging the differences of the financial services firms. The analysis included investment grade corporate and municipal bonds only, as the three brokers in the study do not offer non-investment grade bonds for purchase online.

3. Fidelity was named NerdWallet’s 2024 winner for Best Broker for Beginning Investors, Best Online Broker for IRA Investors, Best App for Investing, Best Online Broker for Bond Investors, and 5 stars for Best Accounts for Stock Trading Results based on evaluating 16 brokers per category. ©2017-2024 and TM, NerdWallet, Inc. All Rights Reserved.

Fidelity was named NerdWallet’s 2023 winner for Best Online Broker for Beginning Investors, Best Online Broker for IRA Investing and Best App for Investing. Results based on evaluating 17 brokers per category. ©2017-2023 and TM, NerdWallet, Inc. All Rights Reserved.

Fidelity was named NerdWallet’s 2022 winner for Best Online Broker for Beginning Investors, Best Online Broker for IRA Investing and Best App for Investing. Results based on evaluating 16 brokers per category. ©2017-2022 and TM, NerdWallet, Inc. All Rights Reserved.

4. StockBrokers.com 2024 Annual Awards, January 2024: Fidelity was ranked No. 1 overall out of 17 online brokers evaluated in the StockBrokers.com 2024 Annual Awards. Brokers were each assessed within nine primary categories: Commissions & Fees, Research, Platforms & Tools, Mobile Trading Apps, Investment Options, Customer Service, Education, Ease of Use, and Overall.

StockBrokers.com 2023 Online Broker Review, January 2023: Fidelity was ranked No. 1 overall out of 17 online brokers evaluated in the StockBrokers.com 2023 Online Broker Review.

StockBrokers.com 2022 Online Broker Review, January 2022: Fidelity was ranked No. 1 overall out of 15 online brokers evaluated in the StockBrokers.com 2022 Online Broker Review.

5. Barron’s, June 9, 2023 Online Broker Survey. Fidelity was ranked against nine other competitors in five major categories and 80 subcategories. Fidelity tied Interactive Brokers for #1 overall.

6. Kiplinger’s magazine, August 2023 Online Broker Survey. Fidelity was ranked No. 1 overall out of ten online brokers. Results based on ratings in the following categories: Commissions and fees, Investment choices, Smartphone app, Tools, Research, Advisory services, User experience and fees. Also named Best for mobile app, advisory services, and fees in the 2023 survey. From Kiplinger Personal Finance. ©2023 The Kiplinger Washington Editors. All rights reserved. Used under license.

7. Investopedia, February 2023: Fidelity was named Best Overall online broker, Best Broker for ETFs, and Best Broker for Low Costs, among 25 companies.

8. Investor’s Business Daily^®, January 2022: Best Online Brokers Special Report. Fidelity was named Best Overall Online Broker, and also first in Trade Execution Speed, Website Security, Site Performance, Research Tools, and Investment Research. Results based on having the highest Customer Experience Index within the categories composing the survey, as scored by 5,000 respondents. The survey was conducted by Investor’s Business Daily’s polling partner, TechnoMetrica Market Intelligence. © Investor’s Business Daily, Inc. All rights reserved.

9. Investor’s Business Daily^® (IBD), September 2023: Fidelity is the #1 Most Trusted Wealth Management Company. The study was conducted in two phases, with data collected via online surveys in May, June and July 2023. In phase 1 507 respondents ranked 12 trust attributes to identify the trust characteristics that are most important to consumers. Using the attributes in phase 1, 7,597 survey respondents in phase 2 were asked to score companies on 7 different criteria, weighted in descending order: financially sound/secure, quality of products and services, commitment to protecting the privacy and security of personal data, ethical business practices and values, customer service and treatment of customers, fair pricing and fees, and sensitivity to customer needs in the current economic and financial climate with the overall score based on the composite scores for each criteria. To be included in the ranking for the wealth management category required at least 125 respondents. IBD’s ranking of Fidelity as the #1 Most Trusted Wealth Management Company should not be construed as representing any client’s experience with, or endorsement of, Fidelity or its wealth management services. Third-party rankings or past performance are not indicative of future performance. The third-party trademarks appearing herein are the property of their respective owners.

10. Eligible assets generally include those invested through Fidelity^® Wealth Services, Fidelity^® Strategic Disciplines, or a combination of both registered as an individual account, a joint account, or certain types of revocable trusts. Assets in other registration types, such as irrevocable trusts, partnerships, or LLCs, will not be included when determining program eligibility. Fidelity Rewards is not offered as a component of any advisory service or program through Fidelity, including, without limitation, Fidelity^® Wealth Services and Fidelity^® Strategic Disciplines. While there are no program enrollment fees, eligible managed accounts are charged an advisory fee.

You may be eligible to earn additional Points on eligible Net Purchases, in addition to the Points you may earn in the Fidelity^® Rewards Visa Signature^® Card Program if you qualify and are registered into the Fidelity Rewards+ program. Earn up to 2% cash back on purchases when you use your Fidelity Rewards Visa Signature Card and earn up to an additional 1% as a participant in the Fidelity Rewards+^® program for Wealth Management clients. Eligibility and applicability of the additional Points are determined by Fidelity Brokerage Services, LLC. Fidelity Rewards Visa Signature Card Program, managed by Elan Financial Services, and Fidelity Rewards+, managed by Fidelity, are separate programs. Full details for the Fidelity Rewards+ program appear in the Fidelity Rewards+ Terms and Conditions and in the Program Rules for Fidelity Rewards Visa Signature Card Program.

†”Highest credit card cash back” claim based on research conducted in November 2022 by Competiscan, LLC, of publicly available consumer cash back credit card offers, excluding those with an annual fee, category restrictions, or requirements that cash back be used only as a statement credit.

You could lose money by investing in a money market fund. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Before investing, always read a money market fund’s prospectus for policies specific to that fund.

Fidelity Go^® and Fidelity^® Wealth Services are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, for a fee. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies.

Fidelity now offers the Fidelity ZERO Total Market Index Fund (FZROX), Fidelity ZERO International Index Fund (FZILX), Fidelity ZERO Large Cap Index Fund (FNILX), and Fidelity ZERO Extended Market Index Fund (FZIPX) available to individual retail investors who purchase their shares through a Fidelity brokerage account.

Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client’s account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client’s overall tax liabilities, or as to the tax results that may be generated by a given transaction.

IDNotify, Experian and Fidelity are independent entities and are not legally affiliated.

The third-party trademarks and service marks appearing herein are the property of their respective owners.

Investing involves risk, including risk of loss.

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About Us

Discover Our Services

Our Story

Our Story

Assurance

Redefining Financial Security

Our Mission

Our Mission

Wealth Management

Work with a dedicated advisor

The Fidelity advantage

Our Values

Integrity

Excellence

Empowerment

Collaboration

Community

Our Commitment

Our Mission

Ready to invest?

Just getting started?

Keeping your information and assets secure

Help maximize every trade with our tools, research, and execution

See how we can help you plan for your full financial picture

Our Values

Integrity

Excellence

Empowerment

Collaboration

Community

Our Commitment

Find out what others are saying about us

Customer stories

Awards and recognition

Get started

Learn more about

We're here to help

Call anytime:

Call us or chat with an investment professional

Feel free to reach out to our team for personalized assistance and guidance. We're here to help you build a lasting legacy for your loved ones.

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