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Current Projects

Creating Tomorrow’s Opportunities Today

Legacy Wealth Management Holdings selectively participates in projects that align with our strategic focus, relationships, and long-term vision.

Balam Cancun multifamily development at sunset, a sculptural high-rise with warm-lit balconies, rooftop gardens, and the turquoise Caribbean shorelineProfile 01

MULTIFAMILY / MIXED-USE / HOSPITALITY / LAND DEVELOPMENT

LandMark Beach Presence

Balam, Cancun · Status: [Planning / Capital Formation / Development]

A strategically located mixed-use development designed to combine residential, commercial, community, and lifestyle components within a thoughtfully planned environment.

The project is designed to address growing demand within the market while creating long-term economic and community value.

LWMH Role — Legacy Wealth Management Holdings is providing strategic consultation related to project positioning, business development, capital strategy, and strategic relationships.

Development Size
10 Floors Mixed Use
Estimated Project Value
$
Acreage
5
Residential Units
121
Commercial Space
TBD
Development Phase
Renovation
Anticipated Timeline
2027
Corporate boardroom with tablet displaying a line of credit dashboard and credit agreement documentsProfile 02

BUSINESS LINE OF CREDIT

WestLake Line of Credit

· Status: LOC under approval

Line of Credit requested to expand car dealership

LWMH Role — Introduction between lender and borrower

Project LOC
$7M
Development Size
N/A
Current Phase
Waiting approval
Target Completion
September 2026
Sky Ranch final site plan showing a 400-acre master-planned community with residential sections, commercial areas, lakes, green space, and roadwaysProfile 03

Regenerative Development

Sky Ranch - 400 Acres

Columbus, OH · Status: Under Development

This project is being developed around a regenerative philosophy designed to integrate economic development, community impact, responsible land use, and long-term value creation.

Core components include residential development, commercial opportunities, sustainable infrastructure, community amenities, economic development, and environmental stewardship.

LWMH Role — Legacy Wealth Management Holdings provides strategic consultation and relationship development in support of the project's advancement.

Project Value
$293M
Development Size
400 Acres
Current Phase
Phase 1 of Build Up
Target Completion
TBD

Project information is presented for informational purposes and is subject to change.

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