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Available Online

Client Annual Review

1 h
Included
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Contact Details

813-928-3867

joseph.mcelwee@legacywealthpg.com

Tampa, Florida, USA

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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