Experience Makes all the difference
At Legacy Wealth Management, our clients come to us with many important questions. Helping them find the answers they need is what we do best.
Retirement isn’t just about numbers—the year you stop working, the value of your 401(k) or the taxes you pay on your distributions. Retirement is about you, your lifetime of hard work and the family you love and want to protect. It’s about having the income you need to do the things you want to do because you finally have the time. Most importantly, it’s about feeling confident about the future and maintaining the lifestyle you’ve earned—for many years to come. At Legacy Wealth Management, we believe retirement confidence begins with a plan.
David Michael Watts
Senior Vice President - Wealth Management
Senior Portfolio Manager
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469-440-0526
Dario Aguilar, CFP®
Financial Advisor
CERTIFIED FINANCIAL PLANNER™
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469-440-0524