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Wealth Legacy Institute, Inc.

EST. AUM
$197,371,730

CONTACTS
1

CLIENT ACCOUNTS
491

Firm Details

Metro area Denver
CRD Number 144152
Website ceritypartners.com
Client types

Overview

Acquired by Cerity Partners. At Wealth Legacy Institute, they specialize in working with ‘accidental millionaires’ who are ready to experience the unique retirement they’ve envisioned: One that is happy, healthy, and fulfilling. They guide clients through a structured financial planning and investment management process to help them make decisions that support their vision. Their help doesn’t stop there. They care deeply about fostering long-term, collaborative client relationships, helping clients throughout their retirement with unbiased advice.

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Alternative Activity

Address

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

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