Individuals
Legacy Wealth Management is an independent financial services firm providing fiduciary guided financial strategies and advice for individuals and families over generations.
Independent
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Not subject to control by others or affiliated with a controlling entity.
Investment Advisor Representative
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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.
Fiduciary
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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 a client focused independent financial services firm specializing in financial planning, investment management, retirement income planning, wealth generational transfer and tax minimization. Our team takes a comprehensive approach to provide planning, goal identification, implementation and monitoring for individuals and their families.
Our clients run the gamut from millennials fully committed to a digital asset portfolio to those anticipating economic disruptions that prefer focusing on tangible assets. Our individualized financial roadmaps can accommodate both worldviews and everyone in between.
We don’t sell financial products. We work with our clients to develop and manage their financial strategies. We are the trusted advisor sitting next to you at the table, guided by your goals and best interests.
We help you take control of your financial journey.