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Erin G. Willis

Erin G. Willis

Founder and CEO of Legacy WealthCare

Our Process

It Starts with You.

Our process begins with getting to know you and your goals. Tell us where you want to go, and we'll work with you to develop a plan that suits your needs. And as your life changes, we'll adjust your plan so it better aligns with your new path. 

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Our Philosophy

The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.

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Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

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Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.

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Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.

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Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.

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Insurance Planning

If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all...

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Let’s talk about how to acheive your financial goals

I’m Erin Willis, Founder and CEO of Legacy WealthCare.
Regardless of how much you have, I’ve found that most people
share the same concerns.

Do I have enough to retire / when can I retire?
How long will the money last?
Can I maintain the lifestyle I want to have?
Are my investments optimized for my goals and situation?
Do I have any financial blind spots?
If something happens to me will my family be ok?
When the time comes, will I leave a mess behind?

If this sounds familiar, you’re not alone.
If you’re looking for help or would just like a second opinion,
click on the link below to schedule a free consultation.

Schedule an Apointment
Annapolis Office

Annapolis Office

888 Bestgate Road
Suite 305
Annapolis, MD 21401

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Bethesda Office

Bethesda Office

6903 Rockledge dr
Suite 230
Bethesda, MD 20817

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