Legacy Wealth Management Group of Las Vegas

A financial advisory firm in Las Vegas. Legacy Wealth Management Group serves individuals and families with financial strategies designed around their goals. Services include retirement planning, estate planning, wealth management, tax-efficient investments, insurance strategies, and asset and income protection. The firm uses a passive, data-driven investment approach guided by Dimensional Fund Advisors, with attention to diversification, cost efficiency, asset allocation, tax strategy, and risk mitigation. Its process starts with a conversation and a review of investments, insurance, tax returns, and estate documents. Advisers then customize and implement a plan, with regular meetings to review progress and adjust as circumstances change. The firm describes its advisers as fiduciaries and says it operates independently under PR Wealth Management Group.