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Awards
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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.
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Forbes 2023 Best in State Wealth Management Team
Legacy Wealth Advisors has received the Forbes Best in State Wealth Management Team recognition.
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Forbes 2023 Best in State Wealth Advisor
Jeffrey Schnee has been named a Forbes Best in State Wealth Advisors.
Our Team
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Jeffrey Schnee, AWMA®, CLTC
Executive Vice President / Wealth Management, Financial Advisor
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Mitchell Altro
Financial Advisor
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Milton J. Fisher, CLTC
Account Executive
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Katherine Neto, AWMA®
Private Client Associate
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Sandy Lashmit
Senior Registered Private Client Associate
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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.
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Women & Investing
As a woman, you have financial needs that are unique to your situation in life.
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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.
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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.
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Recent Event: Janney's 2024 Mid-Year Market Update
What’s next for the economy and markets?
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Recent Event: Cybersecurity
Simple Safeguards: How to Protect Yourself from Identity Theft and Cybercrime.
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Recent Event: Tax & Estate Planning
Whether it’s the possibility of tax laws changing soon or recent updates impacting inherited retirement accounts, there’s a lot to consider when it comes to tax and estate planning.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 02, 2024
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Outlook 2024: Mid-Year Update
Janney’s Investment Strategy Group shares its expectations for the economy, equities, and fixed income for the remainder of 2024.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
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July Investment Perspectives
In the latest issue of Investment Perspectives, the Investment Strategy Group examines the appetite for gold, the recent concerns around liquidity, and what to expect for stocks as the summer winds down. Be sure to check it out.
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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.
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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
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