Legacy Wealth Management Group Email Format

Investment ManagementIdaho, United States11-50 Employees

Legacy Wealth Management Group is a Boise-based investment management firm that focuses on wealth management and preservation through advanced strategies. As a registered investment adviser, it emphasizes endowment-model investing to help clients pursue long-term goals while freeing them to focus on personal priorities. The practice operates on a small-to-mid-sized scale within the industry, offering tailored guidance for asset preservation and growth.

Recent developments include the 2026 acquisition of Legacy Wealth Management by Modern Wealth Management LLC, a move described as expanding Modern Wealth’s Southeast footprint. Earlier, the firm was recognized in 2024 as one of the Best Financial Advisory Firms of the year by USA Today and Statista, reflecting its advisory capabilities in endowment-model investing.

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