Pete Covino founded Legacy Wealth Management in 2015 after working in the financial services world since 1997.  He has led the culture and vision of our firm, both in executive and advisory positions since that time.

Pete’s goal in founding Legacy Wealth Management was to challenge the prevailing idea that endowment style investing is reserved solely for institutions and family offices.  Over nearly three decades of investment advising, Pete has successfully navigated the highs and lows of the market, including two of the worst recessions in U.S. history.

As an Accredited Wealth Management Advisor (AWMA), Pete chairs Legacy’s investment committee, evaluating investments, core strategies, risk mitigation, and diversified asset allocation.

Prior to founding Legacy, Pete was recognized as the top producer of two large firms.  He prides himself on personal relationships with investment partners and, most importantly, his clients.  His extremely high client retention rate is due not just to his performance as an advisor but the trust he builds with each individual.