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Legacy Advisors Wealth Management Employee Directory

Financial ServicesMassachusetts, United States2-10 Employees

Legacy Advisors Wealth Management operates as a fee-based Registered Investment Advisor offering comprehensive wealth management and preservation services for retirees and investors. The firm uses a collaborative, integrated method and engages qualified third-party affiliates when specialized input is needed.

Based in Norwell, Massachusetts, the practice sits within the financial services sector as a small advisory firm. It upholds fiduciary duties and maintains expertise across elder and estate law, taxation, insurance, and investment management. Its process begins by identifying a client’s life and legacy goals and then coordinating elements such as taxes, investments, estate planning, risk management, education planning, and retirement to support those aims.

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

Legacy Advisors Wealth Management Global Highlights

Location
Employees

North America
18

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  • United States Of America
    18

Legacy Advisors Wealth Management's Leadership

  • Stylized image of a person
    K. V.
    Project Director
    Mobile Phone
  • Stylized image of a person
    S. P.
    Client Service Manager
    Mobile Phone
  • Stylized image of a person
    C. K.
    Paraplanner
    Mobile Phone
  • Stylized image of a person
    R. A. P.
    Fee Based Registered Investment Advisor | Comprehensive Wealth Management & Preservation | President
    Mobile Phone
  • Stylized image of a person
    C. S.
    Mobile Phone
  • Stylized image of a person
    D. W.
    Mobile Phone
  • Stylized image of a person
    E. B.
    Mobile Phone
  • Stylized image of a person
    P. F.
    Mobile Phone

Legacy Advisors Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Legacy Advisors Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. V.
    Project Director
    Mobile Phone
    United StatesMassachusetts
    Mar 24, 2026
  • Stylized image of a person
    S. P.
    Client Service Manager
    Mobile Phone
    United StatesMassachusetts
    Jun 02, 2026
  • Stylized image of a person
    C. K.
    Paraplanner
    Mobile Phone
    United StatesMissouri
    Apr 23, 2025
  • Stylized image of a person
    R. A. P.
    Fee Based Registered Investment Advisor | Comprehensive Wealth Management & Preservation | President
    Mobile Phone
    United StatesMassachusetts
    May 31, 2026
  • Stylized image of a person
    C. S.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    D. W.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    E. B.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    P. F.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    P. F.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    P. R.
    Mobile Phone
    UNITED STATES
    Mar 08, 2023

Frequently Asked Questions

What is Legacy Advisors Wealth Management known for?

Minus sign iconPlus sign iconLegacy Advisors Wealth Management operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconLegacy 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?

Minus sign iconPlus sign iconLegacy Advisors Wealth Management has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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As of July 2026, Legacy Advisors Wealth Management's key employees include:

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

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