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Climb Every Mountain

The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.

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Our Services

As an independent firm, we are not tied to proprietary products, nor are we limited to in the services we offer. Instead, we offer you the highest quality education on the choices available to you. We focus on building you the right strategy, meeting your risk tolerance and time horizon.

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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Our Team

"Alone we can do so little; together we can do so much."

- Helen Keller

"A dream doesn't become reality through magic; it takes sweat, determination and hard work."

- Colin Powell

“Stay committed to your decisions, but stay flexible in your approach.”

- Tony Robbins

“It’s better to look ahead and prepare than to look back and regret.”

- Jackie Joyner-Kersee

Scott Garcia

Scott Garcia

Partner, Legacy Private Wealth Partners | Financial Advisor

S.Garcia@LegacyPWP.com

Francine Ciancio

Francine Ciancio

Senior Registered Client Service Associate

f.ciancio@legacypwp.com

We're Here For You!

We've helped people just like you explore their goals -- and in many cases, meet them.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

And the Executor Is

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
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Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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How to Bake a Pie-R-A

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

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