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 and knowledgeable insights for your employer-sponsored retirement plan.
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.
Just Passed: Life Happens
On December 7th, we welcomed Meg Muldoon as she presented "Life Happens: Adapting Your Estate Plan For Life Events" where she discussed that as your life changes, your financial needs and goals likely will too.
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 01, 2023
What You Need to Know about the Secure Act 2.0
Outlined here are highlights of the new SECURE Act 2.0 that may impact you—both now and in the years to come.
January 19, 2023
Forbes Best-In-State Wealth Management Team 2023
We are pleased to announce that Fayette Legacy Partners has been named to the Forbes Best-In-State Wealth Management Teams.
January 11, 2023
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. Join our exclusive webinar to hear from Jeff Lanza, retired FBI Special Agent, where he’ll cover simple, valuable tips on how to protect your identity and computer, and be aware of potential scams.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
What to Consider When Buying or Selling a Home in a Rising Mortgage Interest Rate Environment
If you are buying or selling a home when mortgage interest rates are rising, there are important considerations to keep in mind that impact affordability and other factors.
January Investment Perspectives
Our Investment Strategy Group offers commentary on reducing national debt, major fixed income themes from last year, and the economic factors weighing most heavily on investors in 2023.
Home Improvement Credits Under the Inflation Reduction Act
If you are planning to purchase electric vehicles or make energy-efficient improvements to your house, you may save some money under the Inflation Reduction Act.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.