Legacy Wealth Planning, a division of Northwestern Mutual Life in Clinton, NJ, offers values-based financial planning services to help successful individuals achieve their lifetime and generational objectives. With over 100 years of combined planning experience, their multigenerational team is dedicated to providing clarity and confidence in managing wealth for a purposeful and impactful life.
Recognized as Forbes 2024 Top Wealth Management Teams Best-in-State, Legacy Wealth Planning focuses on creating innovative strategies tailored to each client's unique goals, ensuring that resources are aligned to support the life they aspire to live. Through a you-centric approach, they aim to help clients navigate their financial journey with a roadmap for a secure and fulfilling future.
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