Legacy Wealth Management

At Legacy Wealth Management, our philosophy is built on the understanding that managing your finances can be overwhelming, especially with the ever-changing landscape of the financial industry. That's why we're committed to providing comprehensive financial planning and investment advisory services to busy individuals and families in Woburn, MA. Our team of experienced professionals is dedicated to helping you create, manage, and pursue your financial goals, ensuring you achieve sustainable wealth and financial independence.

Our Approach

Our approach is centered around active listening, thorough needs and risk assessment, and the creation of a comprehensive financial plan tailored to your unique circumstances. We believe that even with the best-laid plans, unexpected events can arise, and that's why we're committed to partnering with you to navigate any challenges that may come your way. Our process involves a series of discovery, risk analysis, and plan development, ensuring that your investment vehicle choices align with your values and priorities.

Meet the Team

Our team of experts is led by Managing Partners Michelle Thomas Reid, RICP, and Kristian J. Coffey, CWS, RICP. Together, they bring a wealth of experience and expertise in financial planning and wealth management. Our Client Services Team, led by Melissa Waggener, is dedicated to providing exceptional support and service to our clients.

Our Mission

Our mission is to manage wealth for busy clients, helping them streamline and organize their financial picture. We take a comprehensive approach to designing your investment plan, from cash management to long-term wealth accumulation. Our objective is to help you achieve overall financial wellness, freeing you to focus on the things that matter most in your life.

Our Services

Our services are designed to meet the unique needs of our clients. We offer comprehensive financial planning, investment management, and wealth management services, including:

• Financial planning and analysis
• Investment management and portfolio construction
• Retirement planning and college savings strategies
• Risk management and insurance planning
• Estate planning and legacy planning
• Tax planning and optimization

Our Alliances

We believe that effective financial planning sometimes requires a team of specialists working together to ensure all aspects of your plan are working in harmony with one another. That's why we've formed strategic alliances with a network of attorneys, estate specialists, and master financial business planners who can assist in complex situations. We've also partnered with world-class companies to provide expanded offerings and resources to our clients.

Our Clients

We're proud to serve individuals and families at all stages of life, from young career couples to retirees. Our clients include self-employed individuals, medium-sized business owners, employees of corporations and non-profits, and stay-at-home spouses. We're committed to providing personalized service and support to each and every one of our clients.