Alexander Legacy Private Wealth Management Information

Alexander Legacy Private Wealth Management is a black owned and women led full service investment firm that will help you and your family reach your financial goals, invigorate your philanthropic ambitions, and amplify your family’s legacy. OUR VISION To be a culturally diverse wealth management firm with a focus on amplifying our client’s legacy through philanthropy, impact, and purpose. OUR MISSION We want to help 100,000 families build, protect and transfer multi-generational wealth through legacy, philanthropy and impact. OUR SERVICES *Asset Management *Financial Planning *Risk Management *Life Insurance *Investment Education Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. To visit website of FINRA and SIPC, please copy and paste http://www.finra.org/ and/or http://www.sipc.org/ into the web address box of your internet browser.