Who We Are
Legacy Wealth Management, 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 Management 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 FINRA’s BrokerCheck.
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.