Wealth Legacy Institute, Inc. Employee Directory

Q: What is Wealth Legacy Institute, Inc. known for?

Wealth Legacy Institute, Inc. was founded in 2007. Wealth Legacy Institute, Inc. operates in the Financial Services industry.

Q: How many employees does Wealth Legacy Institute, Inc. have currently?

Wealth Legacy Institute, Inc. has approximately 4 employees.

Financial ServicesColorado, United States2-10 Employees

Wealth Legacy Institute, Inc. is a nationally recognized independent wealth management firm providing financial planning advice to individuals and families. The firm was founded on the philosophy that long-term, collaborative, fiduciary relationships with clients are key to ultimate success. By having an independent, professional who acts as a fiduciary (similar to a CPA or an attorney), clients receive unbiased advice that is in their best interest, unconstrained by the inherent conflicts that arise when a registered representative stands in as a financial planner. Our mission is to inspire and nurture the human spirit— one person and one family at a time.

Currency fluctuates. Value does not. ®

Find Wealth Legacy Institute, Inc. employees' phone numbers or email addresses

Wealth Legacy Institute, Inc. Global Highlights

North America
8

United States Of America
8

Wealth Legacy Institute, Inc.'s Leadership

J. H.
Lead Financial Planner & Portfolio Manager
Mobile Phone
Email
J. N.
Client Relations Associate
Mobile Phone
Email
N. J.
Planning Associate
Mobile Phone
Email
S. J.
Client Relations Associate
Mobile Phone
Email

Contact profiles from Wealth Legacy Institute, Inc.

Name

Title

Contact Info

Location

Last Update

J. H.
Lead Financial Planner & Portfolio Manager
Mobile Phone
Email
United StatesColorado
Oct 18, 2025
J. N.
Client Relations Associate
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
N. J.
Planning Associate
Mobile Phone
Email
UNITED STATES
Oct 21, 2024
S. J.
Client Relations Associate
Mobile Phone
Email
UNITED STATES
Feb 01, 2024

Frequently Asked Questions

What is Wealth Legacy Institute, Inc. known for?

Wealth Legacy Institute, Inc. was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in Suite 505 Denver, Colorado 80246 US; you can contact the main corporate office by phone at

+1-303-753-****

. Explore Wealth Legacy Institute, Inc.'s company overview page for more information.

What is Wealth Legacy Institute, Inc.'s most common email format?

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

How many employees does Wealth Legacy Institute, Inc. have currently?

Wealth Legacy Institute, Inc. has approximately 4 employees as of April 2020. These team members are located across 1 continents, including North America.

Who are Wealth Legacy Institute, Inc.'s key employees and leadership?

As of April 2020, Wealth Legacy Institute, Inc.'s key employees include:

Lead Financial Planner & Portfolio Manager: J. H.
Client Relations Associate: J. N.
Planning Associate: N. J.
Client Relations Associate: S. J.

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