Legacy Wealth Management Employee Directory

Q: What is Legacy Wealth Management known for?

Legacy Wealth Management was founded in 1986. Legacy Wealth Management operates in the Financial Services industry.

Q: How many employees does Legacy Wealth Management have currently?

Legacy Wealth Management has approximately 3 employees.

Financial ServicesColorado, United States2-10 Employees

At Legacy Wealth Management, LLC, you will find a team of trained and licensed financial advisors able to help meet all your wealth management needs. From investments and insurance to financial plans and estate needs, Legacy Wealth Management has advisors and staff able to assist you.

All of our financial advisors are CERTIFIED FINANCIAL PLANNER professionals.  Each advisor is trained and experienced in portfolio management, retirement planning, tax strategies, charitable planning, estate planning, and insurance.

We take our fiduciary responsibility seriously and always place the interests of our clients ahead of our own.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice.

Content provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.

Find Legacy Wealth Management employees' phone numbers or email addresses

Legacy Wealth Management Global Highlights

North America
9

United States Of America
9

Legacy Wealth Management's Leadership

M. B.
Managing Partner
Mobile Phone
Email
P. W.
Director Of Client Services
Mobile Phone
Email
S. P.
Director Of Operations And Registered Assistant
Mobile Phone
Email
D. F.
Financial Advisor
Mobile Phone
Email
S. M.
Certified Financial Plannerâ
Mobile Phone
Email
L. E.
Certified Financial Planner� And Managing Partner
Mobile Phone
Email
L. E.
Certified Financial Plannerâ And Managing Partner
Mobile Phone
Email

Contact profiles from Legacy Wealth Management

Name

Title

Contact Info

Location

Last Update

M. B.
Managing Partner
Mobile Phone
Email
United StatesColorado
Apr 25, 2025
P. W.
Director Of Client Services
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
S. P.
Director Of Operations And Registered Assistant
Mobile Phone
Email
Jul 28, 2025
D. F.
Financial Advisor
Mobile Phone
Email
United StatesColorado
Oct 18, 2025
S. M.
Certified Financial Plannerâ
Mobile Phone
Email
United StatesColorado
Oct 21, 2024
L. E.
Certified Financial Planner� And Managing Partner
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
L. E.
Certified Financial Plannerâ And Managing Partner
Mobile Phone
Email
United StatesColorado
Mar 05, 2024

Frequently Asked Questions

What is Legacy Wealth Management known for?

Legacy Wealth Management was founded in 1986 operates in the Financial Services industry. Explore Legacy Wealth Management's company overview page for more information.

What is Legacy Wealth Management's most common email format?

Legacy Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Wealth Management email formats with LeadIQ.

How many employees does Legacy Wealth Management have currently?

Legacy Wealth Management has approximately 3 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Legacy Wealth Management's key employees include:

Managing Partner: M. B.
Director Of Client Services: P. W.
Director Of Operations And Registered Assistant: S. P.
Financial Advisor: D. F.
Certified Financial Plannerâ: S. M.

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