Located in Tempe, Arizona, Legacy Wealth Alliance provides you with the tools and information you need to set realistic financial goals. As an ally, we work with you to plan and implement a workable wealth management framework, designed to enhance, preserve and protect your wealth to help you and your heirs enjoy the legacy that you have built.
At Legacy Wealth Alliance, we have the same dedication to helping you protect and grow your money that you displayed when amassing your portfolio. When you partner with Legacy Wealth Alliance, you’ll have access to the resources of our broker-dealer, Lincoln Financial Securities, along with a cadre of financial industry specialists. We work with attorneys, certified financial accountants and health insurance companies throughout Arizona to ensure our clients have access to the most relevant, up-to-date information on market trends, the latest economic analysis and seasoned advice on ways to weather less-than-favorable economic conditions.
Todd Martin, President of Legacy Wealth Alliance, is a LFS-registered financial planner, having passed the FINRA Series 6, 7, 63, and 66 examinations. Todd and other members of Legacy Wealth Alliance hold life, annuity, and long term care insurance licenses and collectively have more than three decades of experience in the financial services industry.