Legacy Wealth Management is an independent financial services firm providing fiduciary guided financial strategies and advice to businesses.
Not subject to control by others or affiliated with a controlling entity.
Investment Advisor Representative
Investment Advisor Representatives have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their clients' best interests.
A fiduciary acts on behalf of another person or persons to manage assets and owes to another the duties of good faith and trust. The highest legal duty of one party to another, it also involves being bound ethically to act in the other's best interests.
We are an independent financial services firm whose business clients run the gamut from a one person firm starting out to those wrapping up their professional life all the way to larger employers with more complex operations over multiple locations in multiple states. Our team approach offers independent creative solutions to the wide variety of employer/business owner’s needs and desires.
- Employee benefits consulting, design and implementation
- Creative Retirement savings options based on your goals, objectives and needs
- Analyzing how best to transfer your hard earned wealth from your company due to death, disability, disagreement or just wanting to begin traveling down a different road due to your success…as economically and tax efficiently as possible.
- Property and liability protection programs ranging from insurance to self-insurance
- Cyber liability solutions
- Do you have what we refer to as “lazy money”? We have Cash management solutions to potentially increase your cash reserves yields
Legacy Wealth Management doesn’t sit across the table from you…we sit with you as your trusted fiduciary partner. We are guided by what is in your best interest.
We help you take control of your financial journey.