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.
Recent Event: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
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.