Individuals

Legacy Wealth Management is an independent financial services firm providing fiduciary guided financial strategies and advice for individuals and families over generations.

Independent

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Not subject to control by others or affiliated with a controlling entity.

Investment Advisor Representative

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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

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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 a client-focused independent financial services firm specializing in financial planning, investment management, retirement income planning, generational wealth transfer and tax minimization. Our team takes a comprehensive approach to provide planning, goal identification, implementation and monitoring for individuals and their families.

Our clients run the gamut from millennials fully committed to a digital asset portfolio to those anticipating economic disruptions that prefer focusing on tangible assets. Our individualized financial roadmaps can accommodate both worldviews and everyone in between.

We don’t sell financial products. We work with our clients to develop and manage their financial strategies. We are the trusted advisor sitting next to you at the table, guided by your goals and best interests.

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