A complete list of active advisors currently associated with Legion Private Wealth Management

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

Legion Private Wealth Management provides discretionary and non-discretionary investment management, co-advisory services through a third‑party platform, and financial planning and consulting to individuals, high‑net‑worth clients, and certain trusts, estates, and charitable organizations. The firm also advises on private real estate investments such as Delaware Statutory Trusts and, through licensed representatives, facilitates the purchase of insurance products on a commission basis. Legion builds tailored investment strategies using client objectives and a fundamental, valuation‑based approach, monitors portfolios for rebalancing, and conducts periodic account reviews. It may allocate client assets to third‑party investment strategists or money managers via a web‑based platform and, in limited instances, may recommend options or other derivatives within separately managed accounts. Distinctive features include the firm’s small scale and concentrated oversight, where a single principal retains voting control and performs ongoing account review and client oversight. The firm’s affiliation with an affiliated insurance agency and its explicit use of derivatives and illiquid private placements (DSTs) are less common among peers and are disclosed as potential sources of conflicts of interest for clients to consider.

To learn more about the advisors currently working at Legion Private Wealth Management, 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.