Services
Wealth Management is not a product; it is a relationship based on trust, integrity and the quality of advice and service.
As a client of Legacy Wealth Management, you have access to the tools and resources necessary to help expand your wealth today, and help preserve it for future generations.
Individuals and Families
Thinking beyond our day-to-day investment management functions, our Partners consider how they can work together to enrich the lives of clients and their families. We want to help preserve what you have and grow it for the future.
Our comprehensive services are especially well suited for individuals and families, business owners, and community leaders. Although every client is unique, we believe they all can benefit from our team perspectives, diverse skills, insights, and experiences.
As trusted advocates, we can help you identify and implement the appropriate investment strategies and services to plan for and manage your wealth:
- Custom asset management
- Insurance planning
- Cash management strategies
- Access to lending and banking services through Wells Fargo affiliates1
- Wealth preservation strategies
- Estate and legacy planning strategies
- Charitable gifting strategies
- Coordination with tax and estate planning professionals
- Family financial education
- Next generation planning
- Family mission development
- Assistance with establishing a private foundation
- Executive benefit review
Business Owners
As a business owner, we understand that your personal needs and the needs of your business are often closely intertwined. That's why we focus on a “balance sheet approach” and deliver highly customized and personalized service to keep you informed about your plan and progress toward key goals. As risk-aware investment professionals, we help you manage the risk from the corrosive effects of inflation, taxes, and inflation.
Our goal is to find the best investment solutions using our open architecture platform. We have earned the confidence of many clients by providing custom-tailored solutions, diverse insights, and exceptional client service. While our business model is flexible enough accommodate personalized portfolio management, our over $2 billion in assets under management (as of 5/17/23) allows for cost-sharing of expenses and access to institutional-quality money managers and alternative investment opportunities.
We leverage our team to provide:
- Business advisory strategies
- Diversification strategies
- Retirement plan review and consulting
- Cash flow management
- Asset management
- Risk and insurance planning
- Balance sheet analysis
- Prioritization of goals
- Liability management
- Trust and estate planning
- Access to lending and banking services through Wells Fargo affiliates1
- Restricted stock/concentrated equity ownership planning
- Succession and exit strategies
Legacy Wealth Management is not a legal or tax advisor. Be sure to consult your own tax advisor and investment professional before taking any action that may involve tax consequences.
1 - Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.