Legacy Wealth Management Email Format

Financial ServicesColorado, United States2-10 Employees

Legacy Wealth Management, LLC operates in the financial services sector, providing comprehensive wealth management services through a team of licensed financial advisors. The firm covers investments, insurance, financial planning, and estate needs, with advisors skilled in portfolio management, retirement planning, tax strategies, charitable planning, estate planning, and insurance. All advisors are CERTIFIED FINANCIAL PLANNER professionals, and the organization emphasizes fiduciary responsibility by prioritizing clients’ interests. Based in Grand Junction, Colorado, the company serves individuals seeking integrated financial guidance and estate-related solutions, leveraging professional oversight to address a range of wealth-management concerns. Cambridge Investment Research, Inc. handles securities on a broker/dealer basis for the firm, while acting as a registered investment advisor through Cambridge Investment Research Advisors, Inc.; Legacy Wealth Management operates independently of Cambridge and does not offer tax advice.

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