legacy wealth management
At Legacy Wealth Management, we are more than just advisors, we are trusted partners. Our exclusive client events are our way of expressing gratitude for letting us be part of your journey. These monthly gatherings offer a meaningful opportunity to connect, learn, and celebrate financial milestones with a community that shares your values.
We would love to have you join us at an upcoming event – because your legacy is worth celebrating together!
We created the Legacy Ambassador Program to recognize and thank clients who introduce loved ones to our firm and our community. When someone you refer schedules an appointment with us, you unlock special benefits available only to our Legacy Ambassadors.
You will receive an exclusive invitation to our Legacy Ambassador event(s) as a thank-you for trusting us with your friends and family.*
Each submission will give you (and your referral) an entry into our monthly Referral Raffle. Prizes change every month so don’t miss your chance to win! (Read below to learn more)*
Once you’ve referred five people, you will join our exclusive Legacy Ambassador Hall of Fame with additional perks.*
Your referrals don't just help those you care about, they help strengthen our community. Once your referral attends their first meeting, you will become a part of the official Legacy Ambassador Program and Legacy Wealth Management will also contribute a donation to our Charity of the Year.
Our Monthly Referral Raffle
Current clients enjoy our monthly Referral Raffle each time they share a new referral with us! One referral = one entry into the Referral Raffle drawing where you can enter for a chance to win that month's special prize! Prizes change every month so there is always something new to look forward to!
To qualify you must: be a current client and share the full name and phone number of a referral who has not been shared with us in the past. All referrals will be contacted via phone call and we must have permission to contact them.
For more questions about our monthly Referral Raffle, please contact our office by calling
(877) 650-4738 or emailing us at info@lwealthmanagement.com.
**Note: Rules and conditions are subject to change.
Schedule your personal Discovery visit today to speak one-on-one with an advisor.
ServiceSource is a nonprofit organization based in Oakton, Virginia, dedicated to supporting individuals with disabilities and empowering their families, caregivers, and communities.
Cole’s Closet is a nonprofit organization in Springfield, Virginia, committed to brightening the lives of sick children in hospitals by donating thousands of new toys, books, and other care packages.
Ready to take the first step in your financial journey? Schedule a complimentary meeting with one of our financial advisors and learn more about how we can help you achieve your financial goals.
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