Legacy was founded on the principles of offering comprehensive financial plans together with prudent investment management and superb client service. Some of the services we provide for our clients include retirement planning, investment management, education planning as well as life insurance and alternative investments.
We bring together a unique financial planning approach with proven investment management to provide our clients with a tax efficient, coordinated financial plan to help them to reach their financial goals.
We would like to introduce to you the three Principals of our company:
Richard S. Wiedl, CFP®, Managing Partner, is a graduate of West Virginia University with a Bachelor of Science degree in Finance. Richard has nearly 15 years experience in financial planning and investment management. He is a CERTIFIED FINANCIAL PLANNER™ and holds various FINRA licenses including Series 6, 7, 24, 27, 53, 63, 65 and 4 as well as life and health insurance licenses.
Martin A. Gruszka, Partner, is a graduate of West Chester University and has held positions involving management/supervisory duties at various financial service companies since 1998.
Adam Varrenti III, Partner, is a graduate of Drexel University with a Bachelor of Science degree in Finance. Over the years, Adam has held various positions in the financial services industry.