Join Us

PEOPLE LIKE YOU. WORKING FOR YOU.

Pacific Legacy Wealth Partners is an independent financial services and wealth management firm that offers dynamic expertise, technology, and support for independent financial advisors.

We believe in a collaborative culture with integrated strategies that alleviate the burdens of running your own business and allows you to focus primarily on what you most love to do: taking great care of your clients.

WHY JOIN PACIFIC LEGACY WEALTH PARTNERS?

As former wire house advisors, we have experienced the potential pain points of payouts and support. We know firsthand the advantages of going independent.

Pacific Legacy Wealth Partners was founded in 2023. Our mix of backgrounds (technology, construction, finance, accountancy) give us a perspective you won’t find at many firms, enabling us to think outside the traditional box and draw on real-world experiences to seek to design strategies as unique as our clients.

By partnering with Pacific Legacy Wealth Partners, you will have a dedicated team of professionals here to support you including; technology, administrative services, marketing and more. 

TECHNOLOGY RESOURCES

In addition to office hardware and ongoing technical support, our advisors are able to leverage robust technology to enhance the service and reporting standards offered to clients, including:

• Account View

• LPL Financial Research

• Redtail CRM

• Thompson One

• WealthVision (eMoney)

ADDITIONAL RESOURCES AND SUPPORT