About Us

LWS Gives Back

Helping Others Grow












It has been said that no one has ever become poor from giving. 

Legacy Wealth Strategies has been giving back to its communities for over 20 years.

We believe its a necessity to reach out to those in need either with a financial donation or getting our hands dirty (which we don't mind doing)! 

Helping those less fortunate is just the right thing to do. Below are just a few organizations that we support either as a group or on an individual basis:


Cary Park Sea Dragons

Frankie Lemmon Foundation

Harrison's House of Hope


Oak City Voices (Patron Sponsor)

NC Boys Academy

NC State Alumni Association

Stony Brook Alumni Association

Susan G. Komen

Triangle Down Syndrome Network

Wake Forest Baptist Church Heritage Foundation

WakeMed Foundation Granite Society

YMCA Annual Campaign - We Build People

California Insurance License #: OI27029

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Legacy Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

Privacy Policy

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck