Individuals
Legacy Wealth Management is an independent financial services firm providing fiduciary guided financial strategies and advice for individuals and families over generations.
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 a client focused independent financial services firm specializing in financial planning, investment management, retirement income planning, wealth generational 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.
Securities 0ffered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Legacy Wealth Management are not affliated. Securities are offered to residents of: MO, GA, KS and TX. Advisory services available upon request in all 50 states.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Legacy Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any director indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.