Awards
The team members of Scheinker Legacy Wealth Advisors are proud to receive honors and recognition from a number of highly regarded industry publications. Joshua Scheinker has been selected as one of the Best-In-State Wealth Advisors by Forbes & SHOOK Research for six years running. Throughout his career, Jerry Scheinker has been awarded with honors from various financial services firms. In 2016 Jerry was named to Forbes list of America's Top Wealth Advisors. In addition, he was named to Barron’s “Top Financial Advisors in America” from 2006 to 2017 and, in 2013, one of Financial Times' Top 400 Financial Advisor in America.
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Virtual Meetings
For clients and prospective clients who prefer to meet via conference or video call, we can host meetings virtually via Webex, an easy to use, secure online conferencing service.
Our Focus is on You
We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to meet them.
Retirement Income
Generating income from the retirement savings you have accumulated over your lifetime in an efficient way can often be a complex task, but we're here to help every step of the way.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
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: Life Happens
Meg Muldoon 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.
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.
Up Next: The Power of Feeling Your Best: Rest. Eat. Move.
What does “feeling your BEST” look like? Let’s find out!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
March 07, 2023
Tax Information & Forms
Check out our list of 2023 Client Tax Resources for updated mailing schedules, resources and forms as you prepare for tax season.
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.
March Investment Perspectives
Read about navigating today’s conflicting economic information, how foreign central bank policies may put downward pressure on the U.S. dollar, and how investors consider factors impacting stocks as economic risks linger.
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.