Businesses

Legacy Wealth Management is an independent financial services firm providing fiduciary guided financial strategies and advice to businesses.

Independent

___________

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.

Fiduciary

___________

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 an independent financial services firm whose business clients run the gamut from a one person firm starting out to those wrapping up their professional life all the way to larger employers with more complex operations over multiple locations in multiple states. Our team approach offers independent creative solutions to the wide variety of employer/business owner’s needs and desires.

Employee benefits consulting, design and implementation
Creative Retirement savings options based on your goals, objectives and needs
Analyzing how best to transfer your hard earned wealth from your company due to death, disability, disagreement or just wanting to begin traveling down a different road due to your success…as economically and tax efficiently as possible.
Property and liability protection programs ranging from insurance to self-insurance
Cyber liability solutions
Do you have what we refer to as “lazy money”? We have Cash management solutions to potentially increase your cash reserves yields

Legacy Wealth Management doesn’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.

We help you take control of your financial journey.

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