A complete list of active advisors currently associated with Legacy Wealth
Warmer can help you find a great advisor at Legacy Wealth or one who fits your needs even better.
Legacy Wealth serves individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, and business entities, managing roughly $546 million in regulatory assets across a five-advisor team and about 493 client relationships. The firm provides comprehensive financial planning, retirement plan consulting, and discretionary portfolio management delivered principally through its sponsored wrap-fee programs. The firm’s investment process draws on multiple methods of analysis — including fundamental, qualitative, quantitative, sector and cyclical analysis — and uses strategic, dynamic, tactical and core-satellite asset-allocation approaches, with third‑party manager due diligence where appropriate. Legacy Wealth also applies a Biblically Responsible Investing screening (implemented quarterly with the Biblically Responsible Investing Institute) and discloses use of alternative instruments such as structured products and certain cryptocurrency-related products when suitable for client risk profiles. Several features the brochure highlights as notable for a team firm are the broker‑dealer affiliation (representatives are registered with M Holdings Securities/M Financial and are licensed insurance agents) and the firm’s capacity to recommend commissionable products alongside fee-based services, a conflict the brochure discloses and describes how it is managed. The brochure also documents that the firm sponsors wrap-fee programs and utilizes third‑party providers for proxy research and voting (Broadridge/Glass Lewis) and custodial/institutional support from Schwab, arrangements the firm discloses as part of its operational relationships.
To learn more about the advisors currently working at Legacy Wealth, 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.
Name |
Location |
Years of experience |
|---|---|---|
Woodbury, MN
| 16
| |
Woodbury, MN
| 10
| |
Woodbury, MN
| 12
| |
Woodbury, MN
| 37
| |
Woodbury, MN
| 0
|
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