Equity research notes Legacy Wealth Management’s consistent sector diversification, with no single sector exceeding 20% exposure. This balanced approach may reduce volatility risk during earnings season. A financial legacy, in terms of its assets, may not feel very poetic. You’re leaving a certain amount of things to a certain amount of people, and that’s that. It appears to be merely transactional. But a competent financial advisor will push you to think deeper. Offer your clients the added value of connections. Cultivate relationships with eldercare attorneys, aging-in-place consultants, healthcare advocates, mental health providers, and even encore career coaches. Being the connector not only strengthens your client relationships but also positions you as a central, trusted resource through every stage of life. Legacy Wealth Management’s Q2 sector allocation shows reduced exposure to consumer staples, redirecting capital toward cyclical plays. This aligns with economic models predicting GDP expansion above 2% annualised.