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The Highest Standard of Success in Financial Relationships
The Highest Standard of Success in Financial Relationships
Fayette Legacy Partners
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.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
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.
Estate Planning
You've worked hard to accumulate assets, build wealth, and provide for your family, building a legacy – we're here to help ensure that legacy is carried out and protected.
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 Event: Simple Safeguards from Cybercrime
In an increasingly digital world, it’s more important than ever to take precautions and be aware of how to stay safe from identity theft and cybercrime.
Recent Event: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like?
Recent Event: Janney’s Mid-Year Market Update
What’s next for the economy and markets?
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
November 30, 2023
Janney's 2024 Market Outlook
The Federal Reserve has made significant progress in bringing down inflation while maintaining growth in the U.S. economy. Can it continue in 2024? Join our exclusive virtual presentation where Janney’s Investment Strategy Group shares their views on the current state, their outlook for the coming year, and what you should know about the economy and markets’ potential impact on your portfolio strategy.
Featuring: Janney’s Investment Strategy Group
Mark Luschini | Chief Investment Strategist
Mike Halloran | Equity Strategist
Guy LeBas | Director Custom Fixed Income Solutions
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
November Investment Perspectives
In this issue of Investment Perspectives, we examine the odds of a recession within the next 12 months, look at the bond market sensitivity to supply, and discuss why the seasonal bias is skewed to the positive.
Roth Conversions: A Holiday Gift That Keeps Giving
As year-end approaches, now is the time to take stock of your retirement and estate planning needs and consider any tax planning implications or strategies that may be needed. Here we take a look at the advantages of a 2023 year-end Roth Conversion and how to determine if it’s the right move for you.
Financial Planning: Helping You See the Big Picture
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That's where financial planning comes in.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.