Who We Are

Legacy Wealth Mgt., LLC, headed by Greg Lebold, is a team approach financial services firm located in the Kansas City area with team members located throughout the United States covering multiple disciplines.

In years gone by, one advisor would cover multiple disciplines to provide successful wealth management. In today’s complex world and the many financial roads that must be traveled and explored, it is a best practice to have people and firms with specialized knowledge, working together to provide a comprehensive plan and road map to reach your financial destination.

Legacy Wealth Mgt., LLC is not your typical main street financial product sales firm. Our advice is guided by fiduciary obligations to you, not one time product sales suitability standards. We are an independent financial services firm which means our advice and counsel is not dictated by a “home office”.

We apply knowledge of financial markets, economic principles & state of the art analytic tools to implement your plan to achieve your goals. Our advice is guided by our fiduciary obligations to you.

We believe for most people, having a financial road map to guide you makes for a successful trip through your life’s journey.

We help you take control of your financial journey.

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 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