Welcome to Legacy Wealth Management financial advisors, financial planning, investment advisor in TN, fee-based advisors
Company Description:
legacy wealth management is a fee-only management firm that provides counsel for the overall financial well-being of individuals and their heirs. specializing in corporate executive benefits and retirement planning, lwm serves clients in the memphis area as well as 35 states nationwide.
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Home - Legacy Wealth Management - Investment Advisory Firm | Memphis, TN Whether you want to retire comfortably or fund your grandchild’s college education, you’ve got important financial goals Legacy Wealth Management can help build and protect your wealth based on your needs so that you have more time to focus on what matters: enjoying it
Meet Your Team | Legacy Wealth Management As a Legacy client, you’ll have a whole team devoted to helping you reach your financial goals And since multiple people will be familiar with your case and invested in your success, you’ll get immediate assistance whenever you need it
What To Expect | Legacy Wealth Management Stay on top of the market By frequently reviewing your portfolio, we’ll know when it’s time to rebalance Think strategically This is ultimately why you hire us — to identify opportunities that will build and protect your wealth
About Us - Legacy Wealth Management - Investment Advisory Firm . . . At Legacy Wealth Management in Memphis, Tennesse, we are dedicated to superior professional ethics and standards We always put our clients first, commit to honesty and integrity, show compassion for clients and coworkers and design a culture that values teamwork and knowledge
Contact Us | Legacy Wealth Management Let’s chat about your goals Contact Legacy Legacy Wealth Management 1715 Aaron Brenner Drive Suite 301 Memphis, TN 38120 Office: 901-758-9006 Fax: 901-758-9007 Email: legacy@legacywealth com
Frequently Asked Questions | Legacy Wealth Management How is Legacy different from other wealth management companies? Many wealth management firms offer a “one size fits all” approach to investing And with Legacy, you’ll get a financial plan that’s tailored to you
News And Announcements | Legacy Wealth Management Named Again in 2024 for the Seventh Year in a Row, Legacy Wealth Management was named to InvestmentNews’ nationwide list of the best places to work for Financial Advisors Legacy was once again recognized as one of the top 35 best places to work in the country in the 15-29 Employees category
Item 1 – Cover Page Part 2A of Form ADV “Brochure” Legacy Wealth . . . March 6, 2025 Brochure Brochure, Wealth provides approved Management, please information about the qualifications and business practices of or verified or by any state securities authority by us (“Legacy”) If you Securities information questions and Exchange in Commission Brochure the contents
Review of Legacy Wealth Management A TopRated Wealth Manager Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm What follows is an overview of key factors that allowed Legacy Wealth Management to rank as one of this year’s top wealth management firms in Memphis