Financial Advisor Sun City West, Arizona
Legacy Wealth provides personalized financial guidance for individuals, families, business owners, retirees, and organizations in Sun City West and the surrounding West Valley. Our team helps clients make informed decisions through thoughtful planning, investment guidance, retirement strategies, and wealth management support.
Whether you are preparing for retirement, managing investments, building a business, or planning for the next generation, we take the time to understand your goals and create a strategy built around your life.
Financial Planning and Wealth Management Services
Guidance for estate planning, charitable giving, and trust planning as part of a broader financial strategy.
Support for corporate retirement plans, including guidance for business owners and organizations that want to strengthen employee retirement benefits.
Personalized financial planning for individuals, families, and business owners who want a clear strategy for the future.
Investment guidance designed to help clients build, manage, and adjust their strategy as life and market conditions change.
Strategic portfolio management focused on aligning your investments with your goals, risk tolerance, and overall financial plan.
Thoughtful retirement planning to help clients prepare for income needs, investment decisions, Social Security timing, and long-term financial confidence.
Why Choose us
Get to Know Our Firm
We work with individuals, families, business owners, retirees, and organizations throughout Sun City West and the West Valley, providing personalized financial guidance tailored to each client’s goals.
We provide financial planning, investment management, retirement planning, and wealth management services for clients in Sun City West and the surrounding West Valley.
Our team-based approach combines diverse expertise to create a personalized plan for your unique financial goals.
Connect with our team to discuss your goals and explore how we can support your financial journey.
Contact Information
14950 W Indian School Rd
Ste 180
Goodyear, AZ 85395
Phone: 623.478.2368
Fax: 623.209.0855
13801 W Camino Del Sol
Sun City West, AZ 85375
Phone: 623.414.4067
Fax: 623.209.0855