Legacy Wealth Management is an independent financial services firm providing fiduciary guided financial strategies and advice for non-profits.
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.
Our team approach offers independent creative solutions for non-profits in the Midwest. We don’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.
Listening to your organizational goals, problems and objectives, our team is able to design and implement solutions ranging from virtual endowment, planned giving and multiplication of donor gifts.
If you are looking to explore how to increase your yield on existing assets, our fixed income solutions team has the experience you need to consider.
If your Investment Policy Statement hasn’t been reviewed recently, we can help. If you don’t have and Investment Policy Statement, you need one and we can definitely help.
We help you take control of your financial journey.