Legacy Wealth Management of KY Employee Directory

Financial ServicesUnited States11-50 Employees

At Legacy Wealth Management, we help individuals and families nationwide navigate life’s most significant financial transitions—retirement, business exits, inheritance, and legacy planning—with clarity, confidence, and care.

We specialize in working with: 
• Pre-retirees in their 50s and early 60s who have built wealth and are looking to retire on their terms. You may be weighing pension decisions, evaluating early retirement, or seeking tax-efficient strategies to bridge the gap between work and Medicare eligibility. 

• Post-retirees who want assurance that they’ve made the right financial choices. You may be seeking more income clarity, healthcare planning, or better coordination of estate and legacy goals. 

• Multi-generational families with financial complexity. From charitable giving to lifetime gifting, you want a strategic partner to help steward your family’s wealth with intention and care. 

We take a 360-degree approach to wealth—aligning investments, tax planning, estate strategy, and more—to ensure everything works in harmony. And as fiduciaries, we act in your best interest, every step of the way. 

If you're looking for a long-term partner to help turn uncertainty into opportunity, we’re here to guide the way.

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