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
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
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
Duncan Miller, CFP® - Legacy Wealth Management - Investment Advisory . . . Brought up as a banker Before joining the firm in 2000, Duncan served both retail and business banking clients for six years at National Bank of Commerce and First Tennessee Bank His first experience with Legacy was as a client! He loved us so much he decided to join us!
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
Cathy Simmons, CFP®, MBA - Legacy Wealth Management - Investment . . . As Chief Compliance Officer, she plans and implements Legacy’s compliance processes and procedures She also serves as Business Continuity Plan coordinator As if that weren’t enough, she helps clients with financial planning and portfolio management needs as well!
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
Review of Legacy Wealth Management A Top-Ranked Wealth Manager With a commitment to trust and transparency as well as a client-centered philosophy, Legacy Wealth Management easily solidifies its 5-star rating as one of the best financial advisors in Memphis to consider partnering within 2021-2022
| Legacy Wealth Management Rob Sievers, CFP®, MBA Managing Director, Shareholder As a natural leader, Rob offers his skills in every aspect of our business From portfolio management to financial planning, he works with clients to help develop a strategy for their success