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.
AdvisorHub: Fast Growing Advisors to Watch
Josh Scheinker Named a 2023 Advisor to Watch by AdvisorHub
Forbes Best-In-State Teams 2023
Scheinker Legacy Wealth Advisors Named to Forbes' 2023 Best-In-State Wealth Management Teams List
Forbes Best-In-State Wealth Advisor 2023
Josh Scheinker Named to Forbes' 2023 Best-In-State Wealth Advisors List
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.
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 Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 17, 2024
9 Considerations for 2024 Year-End Tax Planning
Now is a great time to focus on year-end tax planning. This article covers helpful strategies to minimize your tax burden and maximize your savings now and in 2025.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
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.
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
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.