About Us

Build, Protect, & Preserve Your Legacy

Legacy Wealth Planning Group is a fiduciary financial planning firm in the Albany, New York region. We bring decades of experience and deep dedication to service as we coach clients toward their goals. We create customized financial plans that help them use their wealth as a tool to build their life and legacy.

Wealth, Wisdom, and Well-Being.

Meet Your Team

At Legacy Wealth Planning Group, our people are the heart of our process. Each member of our team brings unique experience, genuine care, and a shared commitment to helping clients have confidence in every financial decision. Meet the people helping support the life and legacy you’re building.

Justin Spraker, CFP, CRPC

Financial Advisor

justin.spraker@legacywpg.com

Jonathan Mulligan

Financial Advisor

5182804867

Jonathan.Mulligan@LegacyWPG.com

Jovette Simmons Abass

Accountant | Tax Preparer | CPA Candidate (Actively Sitting)

Nicholas Samora

Financial Services Intern

Aliah Griffin

Administrative Assistant

Make Confident Decisions With CFP® Professional Guidance

Working with a CFP® practitioner-led firm like ours means you’re partnering with a team of experts following some of the highest standards in the industry. From the clearly defined ethical standards to the ongoing education, we maintain our CFP® certification so you feel confident in the quality and fiduciary standards of service you receive.

Service Built On Trust, Transparency, & Care

Our team is committed to delivering exceptional service at every level. That means clear, transparent communication and strategies designed specifically for you. With both a CFP® professional and a CPA on staff, you’ll always have a complete, straightforward view of your financial picture—from investments and taxes to long-term planning.

Our Core Values

We integrate these practices into our work to give clients the hands-on, integrity-driven service they deserve.

Deliver Honest Communication

Our advice is direct, honest, and free from fluff. We don’t promise anything we can’t do. We work to help you protect your wealth and use it to reach your short and long-term goals.

Emphasize Client Education

You can’t make wise decisions if you don’t understand your options. We explain the “why” behind our advice so you can feel confident in every step toward your financial future.

Build Personal Relationships

We listen first and speak second, letting you lead the conversation around your wealth. Every client is unique, so we take the time to get to know you and give you the customized service you deserve.

Maintain Our Integrity

Our team is committed to doing the right thing for our clients. We’ve seen what happens when other advisors don’t, and we work to put your best interests first. Always.

Understand Your Wealth & Take Control Of Your Future

We want you to understand what we’re doing and why we’re doing it. Clear explanations, tailored resources, ongoing support: that is the standard when working with us. We work with you to build your financial literacy so you can take control of your wealth, navigate life’s transitions, and feel confident in every step of your journey.

Empower Your Goals In Life & Legacy

If you're ready to gain clarity, confidence, and control over your financial future, we’d love to connect. Schedule a personalized consultation with our fiduciary financial planning firm to discuss how we can help you.

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We serve individuals and families in the Albany, New York region, helping them reach their life and legacy goals.

Who We Serve

How We Help

Access CFP® professional guidance with an emphasis on clear communication and client education.

Our Approach

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We’re dedicated to providing clients with service excellence, backed by a comprehensive range of services.

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