At Legacy Wealth we apply time tested truths to help you address your concerns and achieve your goals. These truths guide us not only in the advice we provide, but also in helping you escape the anxiety and uncertainty that so often surrounds financial decision making. Ultimately, this philosophy allows us to fulfill our mission for you, our highly esteemed client.
Managing, protecting, and maintaining your legacy means much more than simply avoiding taxes, generating income, and working to maximize returns. While these are obviously critical components of a sound financial program, we help you dig even deeper. We embrace not only the “how” of planning but also the “why” with a desire to help you maximize the impact of your legacy.
When a Legacy Plan is complete, you not only know that you have developed sound financial strategies, but you also enter into the joy and contentment that comes from knowing your plan is in alignment with your personal values and timeless wisdom regarding the faithful stewardship of your legacy.
Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. Legacy Wealth, LLC is independently owned and operated.
Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Person/Affiliates, and have not been reviewed by M Holding Securities as to accuracy or completeness.
This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.
The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.
Company Details
- Employees
- 13
- Founded
- -
- Address
- 683 Bielenberg Drive Suite 101, Woodbury,mn 55125,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- legacywealthwisdom.com
- Keywords
- Wealth Management, Comprehensive Strategic Planning, Estate Planning & Wealth Transfer, Business Planning, Investment Management, Values Based Investing, Biblically responsible investing.
- HQ
- Woodbury, MN
Legacy Wealth, Llc Questions
Legacy Wealth, Llc's website is legacywealthwisdom.com
Legacy Wealth, Llc's LinkedIn profile is https://www.linkedin.com/company/legacy-wealth-llc
Legacy Wealth, Llc has
13 employees.
View email and phone details for 13
employees at Legacy Wealth, Llc.
Legacy Wealth, Llc's industry is
Financial Services
Legacy Wealth, Llc's top competitors are
Legacy Wealth Management,
Logan Park Wealth Management,
Areté Wealth Strategists Australia,
Cordis Financial,
Usadvisors Network,
Legacy Financial Advisors Corp.,
Bayside Tax & Wealth,
Phillip James Financial,
Wisconsin Wealth Advisors, Llc,
Isquared.
Legacy Wealth, Llc's categories are Financial Services
Legacy Wealth, Llc's founding year is 2009
