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The Legacy Wealth Group LLC is a multicultural collective of financial professionals committed to providing the education, tools, and support necessary to make financial independence attainable. Our expertise is backed by years of experience working at some of the world’s most prestigious firms, but that’s where the similarities end. Unlike the overwhelming majority of wealth management groups, the team we’ve built truly reflects the diverse demographics we serve. We understand our clients’ deep-seated aspirations and apprehensions, speak the language they’re most comfortable with (12 languages and counting), and provide a depth of empathy and cross-cultural competency that traditional firms simply can’t match.
It’s a uniquely personal and refreshingly client-centric approach to wealth management. You tell us the financial goals you’d like to achieve, and we provide a stress-tested, step-by-step roadmap to help you make them a reality. Our analysis and guidance are always objective — the benefit of being an independent firm, not beholden to one company and its one-size-fits-all products. We’ve aligned our incentives with our clients’ best interests so they can be certain they’re getting honest advice tailored to their unique situations.
Our philosophy encourages dialogue and values education over selling. We strive to simplify complex ideas and take the fear out of financial management, empowering individuals to make smarter decisions and cultivate generational wealth.
Company Details
- Employees
- 33
- Founded
- -
- Address
- 901 Warrenville Rd., Suite 211,united States
- Industry
- Financial Services
- Keywords
- Investments, Insurance, Financial Stretegy, Estate Planning, Retirement Strategy, Education Planning.
- HQ
- Lisle, IL
The Legacy Wealth Group Llc Questions
The Legacy Wealth Group LLC's LinkedIn profile is https://www.linkedin.com/company/legacywealthmanagementgroup
The Legacy Wealth Group LLC has
33 employees.
View email and phone details for 33
employees at The Legacy Wealth Group LLC.
The Legacy Wealth Group LLC's industry is
Financial Services
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The Legacy Wealth Group LLC's categories are Financial Services
The Legacy Wealth Group LLC's founding year is 2017
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Top The Legacy Wealth Group LLC Employees
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Robert Bartell
Co-Owner At Midwest Legacy Company, Llc
Sioux Falls, South Dakota, United States, United States2gmail.com, vbeltsupply.com5 +160535XXXXX
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Christopher Gandy LACP
Founder Of The Legacy Wealth Group…
Greater Chicago Area, United States, United States -
Jeremy B. Johnson
Wealth Management Consultant At Midwest…
Chicago, Illinois, United States, United States2gmail.com, gmail.com1 +177334XXXXX
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Alex Nagel
Financial Professional
Quad Cities Metropolitan Area, United States2aflac.com, gmail.com
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