We help you take control of your financial journey.
Legacy Wealth Management takes the mystery out of planning, preparing and managing your financial journey. Our team approach with personalized service focuses on your needs, wants, objectives and long-term goals for building, protecting, preserving and transferring wealth.
Our team of professionals have decades of experience in all aspects of the financial journey. We are able to help you address your needs for today and the many years to come.
We believe our clients deserve an experienced advisory team they can trust to guide them along the many mile posts of their financial journey:
- A team that takes the time to listen and works to understand you and your desires
- A team devoted full time to working with you to create and implement your strategy
- A team that analyses economic/market conditions and trends while dynamically making adjustments to meet your goals
- A team that customizes your strategy to adjust to your ever-changing situation
- A team that grows with you and your financial needs & requirements
Check the background of investment professionals on IAPD: https://adviserinfo.sec.gov/
Investment advice offered through Convergence Financial, LLC, a registered investment advisor. Legacy Wealth Management and Convergence Financial are two separate entities. Supervised by Convergence Financial, 3919 S. Providence, Columbia, MO 65203
Legacy Wealth Management offers insurance products and services through a separate, unaffiliated insurance platform. These insurance products and services are not offered through, sponsored by, endorsed by, or affiliated with Convergence Financial, an SEC-registered investment adviser.
Convergence Financial provides investment advisory services only. It does not offer, sell, recommend, or receive compensation in connection with any insurance products or services. Any insurance products or services obtained through Legacy Wealth Management are entirely separate from the investment advisory relationship a client may have with Convergence Financial.
Insurance products are not securities, are not investment advisory services, and are not subject to the same regulatory framework as the advisory services provided by Convergence Financial. Insurance products are obligations of the issuing insurance carrier and are not guaranteed, endorsed, or backed by Convergence Financial. Clients are under no obligation to purchase insurance products in connection with any advisory services they receive, and the purchase of insurance products through Legacy Wealth Management is solely at the client's discretion.
The decision to engage with any insurance platform or to purchase any insurance product is the client's alone. Clients should evaluate insurance products independently and may wish to consult with appropriate professionals before making any insurance-related decision.
Disclosures:
SEC Profile
Form ADV Part 2A Disclosure Brochure
Convergence Financial Customer Relationship Summary
Privacy Policy
Charles Schwab Customer Relationship Summary
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