News and Events

April 2024 - Advisor Excellence Forum

April 2024 - Advisor Excellence Forum

We are excited to share that Mark recently had the opportunity to engage with our B/D Partners at the J.W. Cole Advisor Excellence Forum in Tampa, Florida. This event provided valuable time for networking and learning, as it brought together industry leaders to discuss the latest trends and strategies in financial advising. 

March 2024 - Spring is Coming

March 2024 - Spring is Coming

Spring is in the air! Warm cinnamon rolls and much needed sunshine (and of course, coffee) at the LWA of NY office this morning! 

February 2024 - Farm Visits

February 2024 - Farm Visits

Mark was out and about visiting and working side by side with dairy farmers... connecting to the industry face to face! 

January 2024 - NYS Ag Society Annual Forum

January 2024 - NYS Ag Society Annual Forum

This year's New York State Agricultural Society Annual Forum was held in Syracuse on Thursday, January 11th.  It was a great success! Happy to be part of the Ag Society!

December 2023 - LWA of NY Christmas Party

December 2023 - LWA of NY Christmas Party

Merry Christmas from our team to yours! We had a great time gathering at the Barn to celebrate the holidays and gear up for the end of the year - just missing Nicole!

November 2023 - Getting the Barn ready for the holidays!

November 2023 - Getting the Barn ready for the holidays!

Nothing better than sprucing up the barn for the holiday season! 

October 2023 - J.W. Cole Symposium

October 2023 - J.W. Cole Symposium

Mark, Keegan, and Jessie journeyed to Phoenix, AZ to take part in the Annual J.W. Cole Advisor Symposium. The event provided a fantastic opportunity to connect with our home office partners and establish connections with vendors in the fields of technology, investments, insurance, and planning. 

September 2023 - Fall at the Barn

September 2023 - Fall at the Barn

Pumpkins and mums and straw... oh my! We love all the fall things that are happening at the Barn on this beautiful day!

August 2023 - The Great NYS Fair

August 2023 - The Great NYS Fair

At LWA of NY, we value NYS agriculture! This month we continued backing the Dairy Industry by volunteering at NYAAC’s Dairy Cow Birthing Center at The Great New York State Fair, just like in previous years. It's a special day where we help family farms show the public what goes on daily to produce milk.

July 2023 - Keegan & Nick's Wedding

July 2023 - Keegan & Nick's Wedding

Last weekend our team got together and celebrated one of our own. Keegan and Nick tied the knot on Saturday, and we were able to cheer them on... and eat cake! Congrats to Keegan and Nick!

June 2023 - Investment Strategy Meeting

June 2023 - Investment Strategy Meeting

Recently, we had the opportunity to gather at the Barn on Collamer Road and engage with investment advisors from JP Morgan and Savos Investments. Jeff, Mark, and other local investment advisors joined us for a productive session where we discussed, learned, and actively inquired about the prevailing market conditions, portfolio design, and upcoming prospects in the investment landscape. Additionally, we delved into the exploration of trends and future opportunities. It was a valuable occasion for knowledge sharing and gaining insights into the dynamic world of investments. #AssetMark #JPMorgan #SavosInvestments

May 2023 - AIMCOR Producer Conference

May 2023 - AIMCOR Producer Conference

Last week Mark and Jeff traveled to Scottsdale, AZ to attend the AIMCOR Group 2023 Producer Conference. Hundreds of insurance professionals came together to network and learn. Mark and Jeff heard from several speakers on trends and product solutions within the Life, Disability, Long Term Care and Annuity product lines from several carriers.  They were also able to spend time with our KAFL support team, Peter, Lorrie and Lisa!

February 2023 - AssetMark Forum

February 2023 - AssetMark Forum

Last week Mark traveled to Scottsdale, AZ to attend the AssetMark Gold Forum. Almost 1,000 investment professionals came together to network, learn, and ask questions. Mark heard from several speakers on topics like the economy, investment trends, new products, services, and technology.  He was also able to spend time with his AssetMark support team, Matt, Mike, and Stephanie! #AssetMark #GoldForum

January 2023 - NYS Ag Society Forum

January 2023 - NYS Ag Society Forum

Last week our team was honored to play a role in the NYS Ag Society’s 191st Annual Forum.  Disruption Eruption: Discovering new opportunities in Agriculture.  What a great program!  With visits from Commissioner Richard Ball and Governor Kathy Hochul, the meeting was a great success! #nysagsociety

December 2022 - Team Meeting

December 2022 - Team Meeting

Our team spent some time last week celebrating our 2022 accomplishments and planning for 2023.  Through several changes, which have become the norm, our team continues to adapt and grow.  We were excited to spend some time together and are looking forward to a great 2023!

October 2022 - J.W. Cole Symposium

October 2022 - J.W. Cole Symposium

Our team spent several days in Nashville, TN for the J.W. Cole Annual Advisor Symposium! We had a great time and enjoyed connecting with each other, the home office staff and many product vendors. 

We listened to incredible speakers dive into market and economic updates, personal inspiration and new product opportunities. We are excited to put what we learned into action... and we are looking forward to the next Symposium! 

August 2022 - The Great NYS Fair

August 2022 - The Great NYS Fair

Our team was happy to engage with  Richard A. Ball, the Commissioner of the New York State Department of Agriculture and Markets, along with Antonio Delgado, the Lieutenant Governor, at The Great NYS Fair,  in our continued efforts to support the NY Agricultural community. 

New Team Photo!

New Team Photo!

Fun to have the entire team here today at the barn!  Nicole, Keegan, Jessie and Tyler.  What a great group!

July 2022 - NYS Ag Society Meetings

July 2022 - NYS Ag Society Meetings

This years NYS Ag Society Summer meetings were held last week.  Great fellowship, tours and networking.  Thanks to the volunteers of the organizations and Bergen Farms for being one of our hosts!  https://www.facebook.com/BergenFarm/

Meet our New Director of Operations!

Meet our New Director of Operations!

Congratulations to Nicole Cizenski on her recent promotion! Nicole has worked for years to help LWAofNY and its clients grow and prosper. We are excited to introduce her as our new Director of Operations.  As the Director of Operations she is responsible for ensuring the operations of the business run smoothly and efficiently by supporting the staff, which report to her. She will hire, train and develop new staff, help set firm and employee goals and help remove barriers to operational success. 

June 2022 - Ag in the Classroom Conference

June 2022 - Ag in the Classroom Conference

This week Mark was proud to represent the NYS Ag Society at the National Ag in the Classroom Conference in Saratoga Springs, NY.  Just under 700 educators came to NY to learn, connect and network.

April 2022 - Anita's Last Week

April 2022 - Anita's Last Week

This week will be Anita Urda's last week with us at LWAofNY.  Her retirement is bitter sweet.  We will miss her but we are excited to see what is next for her and her loved ones.

February 2022

February 2022

Our team is excited to be in our new space, more room to spread out and work collaboratively! 


Click the link below to see more from us on our Facebook page.

January 2022

January 2022

Mark was excited to speak to NY state Corn and Soybean farmers at their winter expo. With a focus on the transition that continues to happen on our farmers.  The importance of Culture and communication in our businesses and farms is as important now as it has ever been!

Click the link below to learn more about the event!

January 2022

January 2022

Mark was proud to continue to serve NYS Agriculture at Ag Society’s 2022 Forum!

December 2021

December 2021

Cold outside but warm inside The Barn at Collamer Road. Our Team at LWAofNY  is working through our first winter in the barn and continue to be excited about the space.  Stop in an visit if you haven’t had a chance to! 

Check out the link below to stay up to date on what's going on at The Barn at Collamer Road!

November 2021

November 2021

Our new location, The Barn at Collamer Road, is really coming together. Very cozy up here on the third floor!


Check out the link below to stay up to date on what's going on at The Barn at Collamer Road!

October 2021

October 2021


We are happy to announce a big change coming to Legacy Wealth Advisors! Introducing our new Broker-Dealer partner J.W. Cole Financial, Inc.

September 2021

September 2021


Saying goodbye to our summer intern Ryan, wishing him a great senior year and soccer season at Gordon College!

August 2021

August 2021


LWAofNY continues to be a proud supporter of #NYAAC and their work at the Great NYS Fair.  The Dairy Cow Birthing center once again provided a great educational experience!

July 2021

July 2021


We are excited to finally be in our new space, The Barn at Collamer Rd.  Looking forward to seeing you in our new space soon!