Legacy Wealth

EST. AUM
$546,000,000

CONTACTS
5

CLIENT ACCOUNTS
1,629

Firm Details

Metro area Minneapolis
CRD Number 306732
Website legacywealthwisdom.com
Client types

Overview

Legacy Wealth is a financial planning firm dedicated to helping clients address their concerns, achieve their goals, and navigate the complexities of financial decision-making with confidence. Guided by timeless principles, the company provides advice that goes beyond traditional financial strategies, offering clients clarity and peace of mind. Legacy Wealth focuses on managing, protecting, and maintaining clients’ legacies, emphasizing more than just tax efficiency, income generation, and maximizing returns. The firm delves deeper into the “why” behind planning, helping clients align their financial strategies with their personal values and a broader vision for impactful stewardship. Through its holistic Legacy Plans, Legacy Wealth empowers clients to experience the fulfillment and contentment that come from knowing their financial decisions reflect their priorities and timeless wisdom.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Legacy Wealth

Platform Details

Investment Preferences

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Address

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