Wisdom for LifeWealth Beyond Money
Have you ever felt lost in the financial forest? You’re definitely not alone!
At Legacy we offer you cutting edge solutions, an award winning client portal and concierge level service. (That’s right, forget waiting for an appointment! We’re available when you need us!) As a fee based Investment Advisory firm, we are held to a fiduciary standard so you can feel confident that our advice and solutions are in your best interest at all times.
Legacy Wealth uses a holistic, values driven approach to financial planning. Our service is fiduciary, using an unbiased, fee-based model. We offer concierge level services that are customized to our your specific needs. Starting with a free initial assessment call, we will get to know you to provide the best financial wellness advice possible.