Advanced Planning

For Business Owners & Professionals

You've Earned the Right to Expect More

More transparency. More coordination. More confidence that your plan actually reflects your life. Legacy Wealth Strategies works with accomplished professionals and business owners who are done settling for vague advice and ready for a relationship built on clarity, candor, and a strategy that sets real expectations — and meets them.

^{How We Help}Planning Built Around the Client - Not Just the Portfolio

Most firms focus on managing assets. We focus on architecting strategy.

Our planning process starts with the individual and the business, designing coordinated strategies that integrate wealth, risk, tax exposure, and long-term objectives before major decisions or liquidity events occur.

This approach is not built for transactional relationships.

Owner-based planning and succession strategy

We provide a structured framework to help you align business transitions with your personal financial objectives.

Advanced life insurance planning

Our approach focuses on identifying specific risks and implementing coverage designed to support your broader financial architecture.

Retirement and liquidity planning

Strategic planning helps you balance current liquidity needs with the objective of maintaining your lifestyle in the years ahead.

Investment oversight and coordination

We evaluate your entire portfolio to help ensure diverse investment components are coordinated and aligned with your goals.

Risk management and legacy planning

A structured framework helps you identify potential exposures and organize your intentions for future generations.

Tax-aware planning in coordination with outside advisors

We collaborate with your tax and legal representatives to help your planning decisions remain fully coordinated and intentional.

Experience, Perspective, And Disciplined Execution

Legacy Wealth Strategies is built to support individuals facing meaningful financial decisions. Our work centers on education, structure, and clarity — helping clients understand their options and implement strategies aligned with their broader goals.

We collaborate with clients and their existing professional teams to ensure planning decisions are coordinated, deliberate, and well-informed.

Meet Your Team

Jonathan Codispoti

President & Founder

Mark Bucklaw RICP®

Director of Advanced Planning

Kyle Storey

Financial Representative

Kristina Wilcoxon

Executive Operations Manager

Alayna Bowman

Execuitve Assistant

Tell Us How
We Can Help You

Business owners, professionals, and families with complex financial lives who value strategic thinking and coordinated planning.

We are best suited for individuals seeking thoughtful guidance rather than transactional advice.

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