Legacy Asset Management

Our Vision

Legacy Asset Management empowers individuals and businesses to build and secure their financial future through personalized financial guidance, comprehensive planning, and trusted partnerships.

Our Mission

Our team of experienced professionals works collaboratively with clients to understand their unique financial goals and aspirations. We tailor comprehensive plans that address their individual needs, mitigate risks, and optimize their financial health.

Who We Are

Legacy Asset Management is an Independent Registered Investment Advisory firm founded in 1998. Led by experienced financial professionals, we are committed to providing personalized financial planning, wealth management, and retirement plan consulting to individuals and businesses.

Comprehensive Financial Planning

• Developing tailored financial plans that align with individual goals and circumstances.
• Budgeting and expense management
• Investment planning and portfolio management
• Retirement planning and 401(k) optimization
• Estate planning and philanthropy

Wealth Management

• Investment management of individual portfolios
• Portfolio analysis and review
• Wealth preservation strategies
• Comprehensive wealth planning for high-net-worth individuals

Retirement Plan Consulting

• Comprehensive analysis of existing retirement plans
• Plan design, implementation, and administration
• Employee communication and education materials
• Optimization of investment options and fees

Our Values

• Client-Focused: We prioritize client needs and maintain open communication throughout the process.
• Integrity: We adhere to the highest ethical standards and a fiduciary duty to act in clients' best interests.
• Transparency: We provide clear and concise information about our processes and fees.
• Innovation: We embrace technology and industry best practices to deliver efficient and effective solutions.

Join Us on Your Financial Journey

At Legacy Asset Management, we are dedicated to empowering clients to achieve financial security and build a legacy for the future. Contact us today to schedule a consultation and uncover your financial potential.