Our mission: Help every client optimize their wealth in pursuit of their best life.
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Advanced technology allows us to improve on the evolution of wealth management by making planning easier and more insightful. By building and managing personalized, plan-driven portfolios using sophisticated tax-efficient strategies. By complementing experienced advisors with advanced planning and portfolio design tools. By keeping fees low. All so our clients can understand the opportunities their wealth presents and pursue them confidently.
Wealth Management Director
Joseph McElwee, CFP®, MPAS®, AWMA® is the Wealth Management Director of Legacy Wealth Planning Group, an Investment Advisory firm. Having close to two decades of experience in Private Wealth Management, while managing over $2B in client assets. Joseph's expertise is in detailed investment and tax strategies, estate planning, insurance and risk mitigation, real estate, charitable giving, along with health and longevity. Clients include retired professionals, business owners, executives with equity based compensation, as well as individual investors, their families, and friends from all walks of life.
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Experience:
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Senior Financial Advisor, Vice President at T. Rowe Price of the Private Client Group, providing wealth advisory and financial planning for families exceeding $5M of investable assets, managing over $2 Billion in assets personally over the past 18 years.
Education, Certifications and Licenses:
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Bachelor of Science, BS, Business Administration concentration of Finance from Frostburg State University of Maryland
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Master of Science, MS, Personal Financial Planning from The College for Financial Planning
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FINRA Series 7, 66, 6, 63
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Member, Financial Planning Association (FPA)
Community Involvement
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Volunteer Coach, Under Armor Flag Football
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All Pro Dads - Tampa Chapter
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The Certified Financial Planner Board of Standards owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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Legacy Wealth Planning Group is a fiduciary and is led by a Certified Financial Planner, a credential held by only 25% of financial advisors. We are legally required to put our clients’ financial best interests first. As an independent registered investment advisor, we are not compensated to sell investment products. This model allows for our interests to be fully aligned with those of our clients.
Our Vision
In our experience, typical financial planning leaves you unable to answer the big questions. Can I retire, today? Can I afford a second home, a career change, college tuition? Can I leave something for my children, church, or charities? Do I need Long-Term Care insurance? Except for the ultra wealthy, most are relegated to cookie-cutter portfolios built on a vague notion of risk tolerance whose net performance is negatively impacted by high fees, lack of strategic changes, and tax-inefficiency.
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We wanted to give those who’ve made it, a better chance to grow and keep it, by providing access to sophisticated tax-efficient strategies, access to an advanced planning platform and the valuable advice they deserve. Empowering and educating our clients with transparency, control, and tailored portfolios designed to offer a better chance at better outcomes.
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Through advancements in technology we are able to conveniently offer clients the ability to work directly with an experienced wealth management expert face to face no matter their location. While our advanced collaborative planning technology allows for us to customize all of the components of modern wealth management to your unique wealth and life goals.
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We are committed to fix what we found wrong with traditional wealth management. We believe through our decades of industry experience and agility, we can offer superior wealth management services at a superior cost to our clients allowing them to live their best lives.
More About Us
Having successfully helped many clients achieve their retirement wealth goals over the past two decades, the thing I always struggled with was how a health issue could impact what should be some of the best times of ones life. Along with finance, health has always been of great interest to me over my life. I find it very rewarding to provide health guidance and education that will help increase longevity and enjoyment that my clients experience in their life. Simple things like ten minute walks after meals can greatly benefit your physical health and aging parameters. Also small reductions in daily sedentary behavior, like sitting, can reduce future cognitive risks, like dementia and Alzheimer's by more than 50%. Numerous small and simple changes often make a big difference to your financial and health outcomes.​
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In the last two decades of working with successful people, there have been very few that I started working with that had all aspects of their financial life aligned in an optimal strategy to minimize exposure to numerous different risks and tax implications, while maximizing growth potential. Over that same two decades, there has also been very few that have an optimal, or any strategy to maximize their health and longevity. It becomes very difficult to help someone achieve their financial life goals, and then watch them not be able to fully enjoyable their hard work and success due to preventable health issues. This is what led us to incorporate health and longevity advice and guidance into our wealth advisory for our clientele.
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Schedule a time with us to review the areas where we can help you make improvements to your financial and family life outcomes.
