Legacy Advisors Wealth Management Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Legacy Advisors Wealth Management is a “fee-based” Registered Investment Advisor, provides comprehensive wealth management & preservation services for retirees & investors. They advocate a “team approach” & holistic philosophy. When necessary, they consult qualified third-party affiliates for their recommendations. Their standards dictate that they must act as fiduciaries & be “masters” in their respective fields of elder and estate law, taxation, insurance & investment management. They focus on helping their clients make better financial & estate decisions while understand the implications of the clients decision within the context of the clients goals, priorities & options open to them. The financial advisors identify clients life & legacy goals & then integrate every aspect of their finances – taxes, investments, estate planning, risk management, education planning, retirement & more – so that those goals are supported.

Find Legacy Advisors Wealth Management employees' phone numbers or email addresses

Legacy Advisors Wealth Management Global Highlights

North America
19

United States Of America
19

Legacy Advisors Wealth Management's Leadership

K. V.
Project Director
Mobile Phone
Email
S. P.
Client Service Manager
Mobile Phone
Email
N. R.
Financial Analyst
Mobile Phone
Email
C. K.
Paraplanner
Mobile Phone
Email
R. A. P.
Fee Based Registered Investment Advisor | Comprehensive Wealth Management & Preservation | President
Mobile Phone
Email
C. S.
Mobile Phone
Email
D. W.
Mobile Phone
Email
E. B.
Mobile Phone
Email

Contact profiles from Legacy Advisors Wealth Management

Name

Title

Contact Info

Location

Last Update

K. V.
Project Director
Mobile Phone
Email
United StatesMassachusetts
Oct 17, 2025
S. P.
Client Service Manager
Mobile Phone
Email
United StatesMassachusetts
Oct 19, 2025
N. R.
Financial Analyst
Mobile Phone
Email
United StatesNew York
Aug 07, 2025
C. K.
Paraplanner
Mobile Phone
Email
United StatesMissouri
Apr 23, 2025
R. A. P.
Fee Based Registered Investment Advisor | Comprehensive Wealth Management & Preservation | President
Mobile Phone
Email
United StatesMassachusetts
Oct 24, 2025
C. S.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
D. W.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
E. B.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
P. F.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
P. F.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023

Frequently Asked Questions

What is Legacy Advisors Wealth Management known for?

Legacy Advisors Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 17 Accord Park Drive, Suite 200; you can contact the main corporate office by phone at

+1-703-748-****

. Explore Legacy Advisors Wealth Management's company overview page for more information.

What is Legacy Advisors Wealth Management's most common email format?

Legacy Advisors Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Advisors Wealth Management email formats with LeadIQ.

How many employees does Legacy Advisors Wealth Management have currently?

Legacy Advisors Wealth Management has approximately 3 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Legacy Advisors Wealth Management's key employees and leadership?

As of December 2025, Legacy Advisors Wealth Management's key employees include:

Project Director: K. V.
Client Service Manager: S. P.
Financial Analyst: N. R.
Paraplanner: C. K.
Fee Based Registered Investment Advisor | Comprehensive Wealth Management & Preservation | President: R. A. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking