1715 Aaron Brenner Drive, Suite 301 Memphis, Tennessee United States
1715 Aaron Brenner Drive, Suite 301, Memphis, Tennessee, UNITED STATES

Legacy Wealth Management

5 star(s) from 6 user(s)

Brief Overview

At Legacy Wealth Management in Memphis, Tennesse, we are dedicated to superior professional ethics and standards. As a client of our investment advisory firm, you receive the benefit of working with Certified Financial Planner™ practitioners (CFP®), a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analysts (CAIA), an Investment Adviser Certified Compliance Professional®, Certified Trust and Financial Advisors (CTFA), two Juris Doctorates, one with Master of Laws (LL.M.) in Taxation.

Legacy Wealth Management is an employee-owned firm that is among the most respected independent, registered investment advisory firms in the nation. We are a team of financial professionals that has extensive financial planning and portfolio management experience along with a commitment to high ethical standards while providing our clients access to a full range of financial services and solutions.

Our firm specializes in helping individuals reach their financial and life goals.  The professionals at Legacy Wealth Management take seriously their trusted role to provide comfort and satisfaction for all the activities that are related to their clients’ financial planning and portfolio management needs.  As an independent “fee-only” registered investment advisor since 1982, our firm has established several hundred client relationships.

At our firm, each client has access to a full range of financial planning services and investment solutions.  As a result, we are able to add value to our clients’ financial future by providing wealth management services that combines comprehensive financial planning with time-tested portfolio management strategies.  In fact, our focus on the integration of these two disciplines is what sets us apart from our competitors.

  • The Legacy Difference

    The Legacy Difference Legacy Wealth Management is an employee-owned firm that is among the most respected independent, registered investment advisory…

    19-09-2016
    28169

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