Our Qualifications

Legacy Wealth Management, has established relationships with the top technology leaders in our industry to provide to you, our clients, tools that are as simple or detailed as you want, and right at your fingertips.  These are not static tools but instead living documents that you can review, real time, as you see fit. 

Our ability to grade your investment's true risk with our financial Risk Accessment Questionnaire, analyze your financial future with our "Lifetime Legacy" financial planning software or run custom investment allocations through our SEI Investments platform is second to none. In addition, clients are authorized to use the Black Diamond application to monitor individual performance reports.

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more independent financial future.

We're looking forward to using our experience to help you pursue your financial goals.