Legion Wealth Management Information

As an Independent Registered Investment Advisory firm based in McKinney, Texas, Legion Wealth Management provides personalized investment guidance to individuals and families, corporations, trusts and foundations. Our clients view us as their personal Chief Financial Officer, and leverage our expertise to reduce the stress associated with navigating the ever-changing market conditions. We strive to provide clarity and direction in our clients’ financial lives by helping them prepare, implement and follow a plan for their investments and overall financial well-being. By integrating risk management, insurance, estate planning and tax analysis to our wealth management process, we can truly say we provide guidance with the “big picture” in mind.