Legacy Wealth Alliance Employee Directory

Financial ServicesArizona, United States2-10 Employees

Legacy Wealth Alliance operates in the financial services sector, offering integrated financial planning and investment management services. The firm emphasizes aligning clients’ financial plans with their life goals, delivering sophisticated investment management comparable to larger institutions while prioritizing personalized service. Clients benefit from access to the firm’s in-house planners as well as the broader expertise of industry professionals, including lawyers and CPAs, to stay informed about economic trends and relevant regulatory or policy developments.

Based in Tempe, Arizona, Legacy Wealth Alliance serves individuals seeking comprehensive wealth planning and coordinated advice across legal, tax, and insurance considerations. The company describes its approach as built on ongoing client relationships and professional integrity, with a focus on tailoring guidance to each client’s needs through a collaborative network of professionals. } }**{json}**} {

Sign up for free to view info

Company overview Email format