Why Choose Us?

Your choice of a financial advisor is one of the most important, long-term decisions you can make, because a successful relationship will help you map out your journey to  financial well-being. At Legacy Wealth Solutions, we use a client-centered approach when assisting people with their financial planning needs. It begins with understanding what’s important to you, and then helping you define and prioritze your financial goals. Working together, a personalized comprehensive plan is developed, implemented, monitored, and adjusted over time to meet your changing needs.

Mary Schwartz is a Certified Financial PlannerTM and a member of the Financial Planning Association. She earned her BA in Business and Economics from the University of Wisconsin – Stevens Point. She is active in her community and an enthusiastic member of the Sauk Trails Optimist Club. Mary enjoys travel, golf, and spending time with her family.

Contact Mary today to get started