Legacy Wealth Planning

Legacy Wealth Planning At Legacy Wealth Planning, we create values-based financial plans to help you live a full, purposeful life.

We’ll partner with you to align your lifetime and generational objectives with innovative strategies designed to help you accomplish them. we create values-based financial plans to help you live a full, purposeful life. We’ll partner with you to align your lifetime and generational objectives with innovative
strategies designed to help you accomplish them.

10/06/2026

Twenty five years in, and it still comes down to the same thing: trust. At Legacy Wealth Planning, our advisors build relationships that last, getting to know each family well enough to guide them through retirement, college savings, and the unexpected, together, for the long run.

Big congratulations to Sydney!Sydney Kozakis Singh, CFP®, ChFC®, has officially earned her RICP® designation — another e...
10/02/2026

Big congratulations to Sydney!

Sydney Kozakis Singh, CFP®, ChFC®, has officially earned her RICP® designation — another exciting milestone that reflects her continued dedication to retirement income planning and the clients she serves.

Way to go, Sydney! 👏

09/30/2026

Great financial advice starts with actually knowing you, not just your numbers. At Legacy Wealth Planning, we take the time to understand what matters most to your family, then build a strategy around it, walking alongside you for the long haul, one generation to the next.

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. ...
09/29/2026

Economic growth remains strong, but rising interest rates and inflation pressures are creating new risks for investors. See the latest market commentary from Northwestern Mutual Wealth Management CIO Brent Schutte. https://www.northwesternmutual.com/life-and-money/what-rising-interest-rates-mean-for-investors-as-growth-remains-strong-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=rising-interest-rates&agentid=052171

09/24/2026

Building wealth that lasts isn't about chasing trends. It's about consistency, patience, and disciplined saving over decades, paired with honest family conversations along the way. At Legacy Wealth Planning, we help families turn steady habits into a legacy their kids are actually prepared to carry forward.

09/21/2026

Waiting until you're in crisis mode is the hardest time to build a plan. The families who feel steady, even when markets don't, are the ones who prepared years before they needed to. At Legacy Wealth Planning, we help families zoom out, focus on decades instead of headlines, and build something that lasts beyond any one person.

09/18/2026

Legacy isn't built alone, and it isn't just about the numbers. It's about connecting a lifetime of financial decisions to how you actually want to live, now and for the generations after you.

At Legacy Wealth Planning, we ask the questions that get to the heart of that, then turn the answers into a real plan for Bedminster, NJ families.

Inflation remains sticky, interest rates are moving higher, and the economic benefits of artificial intelligence are sti...
09/15/2026

Inflation remains sticky, interest rates are moving higher, and the economic benefits of artificial intelligence are still unfolding. Here’s Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s take on why diversification remains important in today’s market environment. https://www.northwesternmutual.com/life-and-money/what-higher-interest-rates-and-sticky-inflation-mean-for-investors/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=higher-interest-rates&agentid=052171

Address

135 US 202 Suite 21
Bedminster, PA
07921

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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