Our Team
Fayette Legacy Partners was created with a simple mission:To help clients achieve their financial goals through trusted advice and unparalleled service. Our objective is to simplify and enhance our clients' financial lives by utilizing the best resources of a global financial services firm, through one exclusive relationship.Fayette Legacy Partners are proud members of the Fayette Chamber of Commerce, Morgantown Area Chamber of Commerce, Mon-Yough Area Chamber of Commerce, and Mon Valley Regional Chamber.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
No matter where you are in life – we’re here to help you every step of the way. We have the knowledge and experience to analyze your current financial situation, and provide a personalized plan designed to meet your specific needs.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
Fayette Legacy Partners and the Uniontown Office of Janney Montgomery Scott are proud to support the many worthy organizations and charities that make our area such a great place to live and work. Some of the organizations we have proudly supported are:The Community Foundation of Fayette CountyHARC Youth Baseball & SoftballBelle Vernon Area Charitable FoundationNational Multiple Sclerosis Society / Bike MSSoroptimist International of Fayette CountyGreen GardenersThe Mon Valley Regional Chamber of CommerceAmerican Heart AssociationYough River TrailFay-Penn Economic Development CouncilAmerican Heart Association Fayette Heart BallSusan G Komen for the CureRotary Club of Monessen/RostraverBelle Vernon RotaryUniontown High School BaseballRostraver Public LibraryState Theatre Center for the Arts
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.