Brad Levin founded Legacy Wealth Partners to fill the diverse and complex needs of affluent families who are retired or preparing to transition into retirement.

The professional staff of the firm has worked together since 2001 and collectively has over 30 years of combined experience in the financial services, tax, and estate planning fields.   Through our unique team approach,  we have the ability to coordinate all of our clients' wealth planning needs under one roof. Given the complexity of the financial services industry, we've found that many of our clients were previously confused by the number and type of options available to them. We've also found that while many families may have received excellent financial advice from various professionals, they don't have a coordinated plan that integrates all the components of their financial lives. Simply put, we bring all of the pieces together.     Legacy Wealth Partners chose to partner with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients receive a wide variety of investment choices to complement their goals. It also helps the company best serve clients in a seamless and efficient manner by providing back office, investment, and technology support.