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Legacy Wealth
Finance · Minnesota, United States · 1-10 Employees
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Overview
Headquarters
683 Bielenberg Dr Ste 101, Woodbury, Min...Phone Number
(651) 621-2383Website
www.legacywealthwisdom.comRevenue
<$5 MillionIndustry
About Legacy Wealth
Legacy Wealth is an independent firm that specializes in wealth management, legacy planning, and portfolio strategy, focusing on empowering clients to manage their wealth and transition their legacies effectively. The company prides itself on providing a high-touch, boutique level of service through a servant-hearted team dedicated to building long-term, high-trust relationships. With access to over 900 vetted money management firms, Legacy Wealth offers customized strategies that align with clients' unique goals and values. Their mission is to help clients experience joy and contentment as they faithfully manage their legacies.Explore more
Legacy Wealth Org Chart
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Legacy Wealth is an independent firm that specializes in wealth management, legacy planning, and portfolio strategy, focusing on empowering clients to manage their wealth and transition their legacies effectively. The company prides itself on providing a high-touch, boutique level of service through a servant-hearted team dedicated to building long... Read More
