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Firehorse Strategic Partners
Firehorse Strategic Partners
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Clients
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8/29/25

FireHorse Strategic Partners: Roth Conversion

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© 2026 Firehorse Strategic Partners. All rights reserved.

Investment advisory services are offered through Legacy Wealth Management, LLC, an SEC-registered investment adviser doing business as Firehorse Strategic Partners.

This website is for informational purposes only and does not constitute investment, tax, or legal advice. Please consult a qualified professional before making financial decisions. Past performance is not indicative of future results. Legacy Wealth Management, LLC, is a registered investment advisor with the Securities and Exchange Commission. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. This document is provided for educational purposes only. All investment strategies have the potential for profit or loss and no investment strategy can guarantee positive returns. Under no circumstances should this information be construed as an offer to sell or a solicitation of an offer to buy any particular service or product. The information contained herein is provided for informational and educational purposes only and should not be construed as individualized investment, legal, tax, accounting, or other professional advice, nor as a recommendation to buy or sell any security, investment strategy, or financial product. Investing involves risk, including the possible loss of principal. Alternative investments and private market investments are not suitable for all investors and may involve additional risks, including illiquidity, limited transparency, loss of principal, and heightened volatility. Such investments may be available only to investors who satisfy certain eligibility, suitability, or regulatory requirements. Any discussion of tax, estate, business, or legal matters is intended solely to facilitate coordination among a client's professional advisors and should not be construed as the rendering of legal, tax, or accounting advice. Clients should consult their own attorney, tax advisor, accountant, or other qualified professional regarding their particular circumstances before making any financial, legal, tax, or estate planning decisions. References to the "Firehorse Family Roadmap™," "Family Office Coordination," or similar terms describe Firehorse Strategic Partners' service model and planning philosophy and should not be construed as indicating that Legacy Wealth Management, LLC operates as, or is exempt from registration as, a "family office" under the Investment Advisers Act of 1940. Descriptions of client profiles, including references to net worth ranges or levels of financial complexity, are intended solely to describe the types of clients who may benefit from coordinated planning and do not represent minimum account requirements, guarantees of acceptance, or assurances regarding the appropriateness of any advisory services. Certain services, strategies, and investment opportunities described herein may not be available to all clients and may be subject to separate agreements, investor qualifications, suitability determinations, and applicable legal or regulatory requirements. Legacy Wealth Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission ("SEC"). Registration with the SEC does not imply a certain level of skill or training and should not be construed as an endorsement or recommendation by the SEC or any governmental authority. Legacy Wealth Management, LLC is doing business as ("DBA") Firehorse Strategic Partners. Descriptions of service levels and client profiles are illustrative only. The services provided to any client depend upon the scope of the advisory engagement, client objectives, and applicable advisory agreement. Firehorse Strategic Partners publishes educational content intended to help individuals and families better understand financial planning concepts and current issues. Content is selected based on its educational value and relevance to our clients and is not intended as personalized investment advice or a recommendation regarding any particular strategy or security. Media appearances, interviews, podcast participation, and published commentary are provided for informational purposes only. References to third-party publications or media outlets do not constitute an endorsement, recommendation, or approval of Firehorse Strategic Partners or Legacy Wealth Management, LLC. Unless specifically identified, Firehorse Strategic Partners does not compensate media organizations for editorial coverage or interviews.