Who We Are
Legacy Wealth Management, headed by Greg Lebold, is a team approach financial services firm located in the Kansas City area with team members located throughout the United States covering multiple disciplines.
In years gone by, one advisor would cover multiple disciplines to provide successful wealth management. In today’s complex world and the many financial roads that must be traveled and explored, it is a best practice to have people and firms with specialized knowledge, working together to provide a comprehensive plan and road map to reach your financial destination.
Legacy Wealth Management is not your typical main street financial product sales firm. Our advice is guided by fiduciary obligations to you, not one time product sales suitability standards. We are an independent financial services firm which means our advice and counsel is not dictated by a “home office”.
We apply knowledge of financial markets, economic principles & state of the art analytic tools to implement your plan to achieve your goals. Our advice is guided by our fiduciary obligations to you.
We believe for most people, having a financial road map to guide you makes for a successful trip through your life’s journey.
We help you take control of your financial journey.