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IMPORTANT NOTICE
You are now leaving the Legacy Wealth Planning Group website and will be entering the Charles Schwab & Co., Inc.
(“Schwab”) website.
Schwab is a registered broker-dealer, and is not affiliated with Legacy Wealth Planning or any advisor(s) whose
name(s) appear(s) on this website. Legacy Wealth Planning Group is/are independently owned and operated. [Schwab
neither endorses nor recommends Legacy Wealth Planning Group, unless you have been referred
to us through the Schwab Advisor Network®. (This bracketed language is for use by Schwab Advisor Network
members only.)] Regardless of any referral or recommendation, Schwab does not endorse or recommend the
investment strategy of any advisor. Schwab has agreements with Legacy Wealth Planning Group under which Schwab
provides Legacy Wealth Planning Group with services related to your account. Schwab does not review the Legacy Wealth Planning Group website(s), and makes no representation regarding information contained in the Legacy Wealth Planning Group
website, which should not be considered to be either a recommendation by Schwab or a solicitation of any offer
to purchase or sell any securities.

LWPG

Contact Us

(813) 928-3867

info@legacywealthpg.com

Advisory services, including planning and portfolio management, are provided for a fee by LWPG, a registered investment adviser. LWPG's advisory services are designed to help clients develop and pursue their unique wealth optimization plans. For more information about LWPG's advisory services, see our Form ADV Parts 2A & 2B.

Investing involves risks. The value of your investment will fluctuate over time. Before investing, consider your financial circumstances, investment objectives, fees, and other expenses.

LWPG does not provide legal or tax advice, and the information provided should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

Images, graphs and tools are for illustrative purposes only.

Privacy Policy

BrokerCheck, Joseph McElwee, CFP®

These materials have been independently produced by Legacy Wealth Planning Group LLC.  Legacy Wealth Planning Group is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of it affiliates ("Schwab"). Schwab is a registered broker-dealer and member of SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them.  Legacy Wealth Planning Group provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction. ©2023 by Legacy Wealth Planning Group. Tampa, FL

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