Legacy Wealth Management Information

With over 175 years of combined experience, and advisors registered in 35 states throughout the U.S., Legacy Wealth Management is well-positioned to provide the financial advice and guidance you need. Our team experience has shown that the complexity of managing wealth far exceeds the knowledge of any one individual wealth advisor. That’s why we use a team approach to help ensure that we can address your unique financial challenges and opportunities. That, along with our industry-leading investment choices, extensive research experience, and providing access to banking products & services through Wells Fargo affiliates, gives us just what we need to focus on your short- and long-term financial goals. Additionally, our financial advisors adhere to an independent, fee-only approach in order to address that all our clients receive professional expertise, objective information, and trustworthy advice without the pressure to meet sales goals. Put simply: If you grow, we grow. Since no one investment program is appropriate for all types of investors, this information is provided for informational purposes only. We need to review your investment objectives, risk tolerance and liquidity needs before we introduce appropriate investment programs to you. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social. This information is intended for use by residents of AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI.