Legacy Bridge
Finance · Iowa, United States · 1-10 Employees
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Overview
Headquarters
4601 Westown Pkwy Ste 220, West Des Moin...Phone Number
(515) 421-4870Website
www.legacybridgepfo.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
1
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2
About Legacy Bridge
Legacy Bridge Private Family Offices specializes in wealth and legacy planning for families, offering personalized guidance and comprehensive family office solutions. Their services include financial planning, purposeful investment strategies, and lifestyle management, all designed to help families preserve and grow their wealth while focusing on their legacy. With a high client retention rate and an integrated team approach, they provide clarity and peace of mind for their clients. The company aims to support families in building a lasting impact beyond just financial wealth.Explore more
Legacy Bridge Org Chart
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Activity Insights
Legacy Bridge is experiencing very low activity levels compared to other companies in the Finance sector.
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Legacy Bridge is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Bridge.
Legacy Bridge Tech Stack
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Legacy Bridge News & Media
Legacy Bridge Private Family Offices Hosts Fourth Annual Seminar
Featuring New York Times Bestseller Dr. JP Pawliw-Fry (PRWeb September 16, 2021) Read the full story at https://www.prweb.com/releases/legacy_bridge_private_family_offices_hosts_fourth_annual_seminar/prweb18194167.htmLegacy Bridge names Fleming Halbrook as president
Legacy Bridge Private Family Offices in West Des Moines has hired Christine Fleming Halbrook, an experienced trust and estate planning attorney serving high-net-worth clients, as its new president.
Read more news
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Legacy Bridge Private Family Offices specializes in wealth and legacy planning for families, offering personalized guidance and comprehensive family office solutions. Their services include financial planning, purposeful investment strategies, and lifestyle management, all designed to help families preserve and grow their wealth while focusing on t... Read More
