The Legacy Approach to Investing and Planning
Blending Investment Management and Financial Planning
The principals background is unique and broad based, including being a former member of a leading financial exchange, a business owner, management consultant, private banker, consumer and commercial credit analyst, teaching college level corporate finance and background in financial engineering serves as the foundation for practicing a holistic approach to managing your financial needs. We see ourselves as personal wealth advisers.
The wealth management style of Legacy Investment Management, LLC emphasizes life planning. We don’t make a move until we’ve had a personal meeting with a client, resulting in a clear focus on their immediate and future financial goals followed by a rigorous review of their current financial status. Our only objective is to help people make informed decisions using their resources, about how they want to proceed towards achieving their objectives and goals.
Client service doesn’t end once you decide how you want to handle your financial assets. We all know even the best plans are subject to change. “There is no constant in life except change”. Whenever a client has a question about their finances we are available to help them make the best decision.
Legacy Investment Management, LLC operates proprietary investment portfolios. We focus on steady growth through a goal orientation long term strategy based on cyclical rotation and asset class diversification. There are other advisers in the marketplace that can accommodate your investment advisory needs if you’re interested in an investment selection orientation leading to short-term gains or investment fads.
