Awards
2024 Forbes Best-in-State Wealth Advisor
We are proud to share that Jeffrey Schnee has been named a Best-in-State Wealth Advisor by Forbes.
Forbes 2023 Best in State Wealth Management Team
Legacy Wealth Advisors has received the Forbes Best in State Wealth Management Team recognition.
Forbes 2023 Best in State Wealth Advisor
Jeffrey Schnee has been named a Forbes Best in State Wealth Advisors.
Our Team
Jeffrey Schnee, AWMA®, CLTC
Executive Vice President / Wealth Management, Financial Advisor
Mitchell Altro
First Vice President / Wealth Management, Financial Advisor
Milton J. Fisher, CLTC
Account Executive
Sandy Lashmit
Senior Registered Private Client Associate
Sarah Marlow
Senior Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Women & Investing
As a woman, you have financial needs that are unique to your situation in life.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require 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.
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.
Up Next: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Event: Janney's Mid-Year Market Update
What’s next for the economy and markets?
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
September 04, 2025
9 Considerations for Year-end Planning
As the end of 2025 approaches, it’s a good time to implement strategic tax planning to minimize your tax liability, maximize savings, and get on track for 2026.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
2025 Tax Reform: A Look at Key Changes for Individuals and Families
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduces significant changes to the tax code that will impact how you file your 2025 tax returns—and returns for years to come.
2025 Tax Reform: A Look at Key Changes for Businesses
On July 4, 2025, new tax rules were signed into law under the 2025 Reconciliation Legislation known as the One Big Beautiful Bill Act (OBBBA). OBBBA introduced significant changes to the tax code that may impact taxes for you or your business. How will you prepare?
September Investment Perspectives
In this issue, we explore the possibilities for European equities, inflation dynamics, and September’s cautionary market tone.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.