Legacy Wealth Management Group a federally Registered Investment Advisory firm

Legacy Wealth Management Group, Inc. was founded for one simple reason; so that our team members can help families with their financial needs and to make genuine client service the core of every relationship.  With more and more organizations trying to minimize the service they deliver to their customers, we have decided that we want to continue the traditional service model where there is time for face-to-face interactions and a desire to truly understand our client’s life.

Nestled in the Blue Ridge mountains on our 15-acre campus and 14,000 square foot facility, we have the ability to accommodate up to 500 clients and their families at our many events.  We believe that the more interactions that we can have with our clients through seminars, educational forums, special events and holiday parties- the better that we can truly understand who they are and how we can serve them.

Many people have expressed to us their frustration with the lack of concern in the corporate world of finance.  We simply believe that it doesn’t have to be that way.  If you are looking for a relationship that is based on more than how many zeros are on your statement, we might be what you have been looking for.  Allow the team at Legacy Wealth Management Group, Inc. to help you find understanding and significance again in your financial life.


Legacy Wealth Management Group, Inc. (LWMG) is an SEC registered investment adviser located in Lynchburg, VA.  LWMG and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which LWMG maintains clients. LWMG may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. LWMG’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of LWMG’s web site on the Internet should not be construed by any consumer and/or prospective client as LWMG’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by LWMG with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LWMG, please contact the SEC or the state securities regulators for those states in which LWMG maintains a notice filing. A copy of LWMG’s current written disclosure statement discussing LWMG’s business operations, services, and fees is available from LWMG upon written request or at  https://adviserinfo.sec.gov/firm/brochure/322235 (LWMG’s CRD# is 322235). This information can also be found on the FORM CRS. LWMG. LWMG does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LWMG web site or incorporated herein, and takes no responsibility, therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.