Legacy Private Wealth Partners

Legacy Private Wealth Partners Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Legacy Private Wealth Partners, Financial planner, 5445 DTC Parkway, Suite 1100, Greenwood Village, CO.

Legacy Private Wealth Partners is an independent wealth management firm dedicated to helping our clients preserve and grow their hard-earned wealth, while protecting their legacy.

A little friendly competition and a lot of great company!We had a great time bringing clients and friends together for o...
09/22/2026

A little friendly competition and a lot of great company!

We had a great time bringing clients and friends together for our Pickleball Happy Hour at SportyPickle. It was a fun afternoon filled with plenty of time on the courts, good food and drinks, and even better conversation.

Thank you to everyone who joined us and made the day such a great one. Special thanks to our sponsors, Matt McGee, CAIA, CIMA®, from iCapital, and Nicole Edwards, CAIA, from Ares Management!

Swipe through for a few highlights!

Long-term care may feel like a distant concern, but planning ahead can make all the difference.With 70% of adults aged 6...
09/16/2026

Long-term care may feel like a distant concern, but planning ahead can make all the difference.

With 70% of adults aged 65 and older expected to need some form of long-term care, the financial impact can be significant, especially when care may last three to five years and costs can reach thousands of dollars each month.

From insurance and investments to estate planning, the right strategy starts well before care is needed. We can help you determine how long-term care fits into your broader financial plan. https://legacypwp.com/life-events/

Karch Schwartz and Jake Graefe recently spent a few days in NYC at a Capital Group event, connecting with industry leade...
09/02/2026

Karch Schwartz and Jake Graefe recently spent a few days in NYC at a Capital Group event, connecting with industry leaders and diving into the evolving ETF landscape.

One of the biggest takeaways was that creating value for clients isn’t about relying on a single approach. It’s about understanding the different investment vehicles available and knowing when and how to use them to support each client’s goals.

A great few days of learning, conversation, and fresh perspectives. Plus, a chance to meet the “Einstein of Wall Street," Peter Tuchman!

“Meeting you where you are” is more than just a catchphrase. Wherever life takes you, we provide the depth of resources ...
08/26/2026

“Meeting you where you are” is more than just a catchphrase. Wherever life takes you, we provide the depth of resources you'd expect from a large firm with the personal relationships and responsive service of a trusted local advisor.

Whether you’re just starting out on your financial journey or are well on your way, we’re here to offer you the resources you need to succeed. https://legacypwp.com/

Insurance should do more than protect against the unexpected. It should strengthen your financial plan. From protecting ...
08/19/2026

Insurance should do more than protect against the unexpected. It should strengthen your financial plan. From protecting your income and business to preserving your legacy for future generations, the right insurance strategies can play a critical role in long-term wealth planning.

In our latest blog, we explore why insurance isn't just a safety net, but an essential planning tool that helps safeguard everything you've worked to build. https://legacypwp.com/blog/insurance-is-a-planning-tool-not-just-a-safety-net/

Over the past year at Legacy and Concurrent, Susan has become someone both clients and teammates know they can count on....
08/12/2026

Over the past year at Legacy and Concurrent, Susan has become someone both clients and teammates know they can count on. With years of industry experience and more than six years working alongside Dimitris, she brings a wealth of knowledge, professionalism, and steady leadership to every client relationship. Together, they've guided clients through major life events and market challenges, including the uncertainty of the COVID-19 pandemic.

Susan approaches her work with efficiency, empathy, and an unwavering commitment to client satisfaction. She understands that every detail matters and takes pride in making sure clients feel supported, heard, and well cared for, allowing Dimitris to focus on delivering thoughtful financial guidance with confidence.

Thank you, Susan, for everything you've contributed during your first year at Legacy. Your experience, dedication, and positive presence make you an invaluable part of our team, and we're grateful to have you with us!

Since joining Legacy and Concurrent a year ago, Dimitris has continued to build a practice centered on thoughtful advice...
08/05/2026

Since joining Legacy and Concurrent a year ago, Dimitris has continued to build a practice centered on thoughtful advice, meaningful relationships, and long-term growth. What first attracted him was the opportunity to build his career on his own terms. What he found was something even greater: a collaborative team that has helped him grow his business while enhancing the experience he delivers to every client.

Dimitris is passionate about simplifying complex financial decisions, embracing new technologies and investment strategies, and mentoring the next generation of advisors. His educational approach helps clients understand not just what they're doing, but why they're doing it, giving them greater confidence in their financial decisions.

As his business continues to grow, Dimitris is looking forward to helping even more families prepare for a successful retirement while building a practice designed for the long term. Beyond his dedication to clients, Dimitris brings positive energy and enthusiasm to the Legacy team, making him a valued colleague and partner. We're grateful to have you on the team and look forward to all that's ahead!

Summer often brings vacations, family gatherings, and extra expenses, but enjoying today doesn't have to come at the exp...
07/29/2026

Summer often brings vacations, family gatherings, and extra expenses, but enjoying today doesn't have to come at the expense of tomorrow.

At Legacy, we help you build a financial strategy that supports the life you want to live now while keeping your long-term goals on track.

Learn how our personalized approach can help you plan with confidence: https://legacypwp.com/

Divorce is one of life's most significant transitions, bringing emotional and financial changes that can be overwhelming...
07/22/2026

Divorce is one of life's most significant transitions, bringing emotional and financial changes that can be overwhelming. During times like these, having an objective financial partner can make all the difference.

At Legacy, we're here to help you navigate change with clarity, strategy, and a plan built around your future.

Learn more: https://legacypwp.com/life-events/

Market movements can gradually shift your portfolio away from its intended strategy. Rebalancing helps bring it back int...
07/15/2026

Market movements can gradually shift your portfolio away from its intended strategy. Rebalancing helps bring it back into alignment with your goals without trying to time the market.

In our latest blog, we explain why a disciplined approach to rebalancing is an important part of long-term investing.

Read more: https://legacypwp.com/blog/the-science-behind-rebalancing-portfolios/

Address

5445 DTC Parkway, Suite 1100
Greenwood Village, CO
80111

Telephone

+17203812669

Website

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