A complete list of active advisors currently associated with LegacITree Wealth Management, LLC

Warmer can help you find a great advisor at LegacITree Wealth Management, LLC or one who fits your needs even better.

LegacITree Wealth Management is a state-registered investment adviser that provides discretionary portfolio management focused on capital appreciation along with comprehensive financial planning and consulting for individuals, trusts, estates, and certain business and retirement-plan clients. Services are provided under a written advisory agreement and include ongoing supervision and periodic rebalancing of client portfolios. The firm’s investment process combines fundamental, technical, quantitative, and cyclical analysis and uses a range of strategies that can include long‑term holdings, short‑term trading, short selling, margin, and derivatives; it also uses proprietary and licensed models and third‑party research in portfolio construction. Accounts are monitored on an ongoing basis and reviewed at least quarterly, with strategies tailored to each client’s goals, risk tolerance, and changing market conditions. Noteworthy for a small adviser, LegacITree charges performance‑based fees for qualified clients and also manages institutional accounts such as pension and profit‑sharing plans—both practices that are uncommon among peers and that the firm discloses along with its conflict‑mitigation procedures for side‑by‑side management. The firm recommends a specific custodian platform that provides technology and research benefits to the adviser and discloses the resulting soft‑dollar and potential conflicts in its brochure.

To learn more about the advisors currently working at LegacITree Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.