Non-Profits

Legacy Wealth Mgt., LLC is an independent financial services firm providing fiduciary guided financial strategies and advice for non-profits.

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.

Our team approach offers independent creative solutions for non-profits in the Midwest. We don’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.

Listening to your organizational goals, problems and objectives, our team is able to design and implement solutions ranging from virtual endowment, planned giving and multiplication of donor gifts.

If you are looking to explore how to increase your yield on existing assets, our fixed income solutions team has the experience you need to consider.

If your Investment Policy Statement hasn’t been reviewed recently, we can help. If you don’t have and Investment Policy Statement, you need one and we can definitely help.

We help you take control of your financial journey.

Investment advice offered through Convergence Financial, LLC, a registered investment advisor. Legacy Wealth Mgt., LLC and Convergence Financial are two separate entities. Supervised by Convergence Financial, 3919 S. Providence, Columbia, MO 65203

Legacy Wealth Mgt., LLC 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 Mg are entire., LLCly 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 Mgt., LLC 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