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Legacy Wealth Management logo — Managing Generations of Wealth

Legacy Wealth Management

Managing Generations of Wealth

Founded 1997 United States Plantation, United States 9 employees Finance, Financial Services +1

General Information

Company Name Legacy Wealth Management
Founded Year 1997
Location United States Plantation, United States
Employees 9
Industries Finance, Financial Services, Banking
Social

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About Legacy Wealth Management

Legacy Wealth Management is a boutique wealth management firm based in Fort Lauderdale, FL. With a focus on providing objective, independent investment advice and comprehensive financial planning, the company caters to clients in South Florida and throughout the United States. Boasting over 150 years of combined experience in dealing with complex financial matters, Legacy Wealth Management aims to make a positive impact on the lives of its clients and their families by upholding its core values of integrity and transparency. The company's commitment to delivering personalized planning solutions and exceptional ongoing service aligns with its mission of exceeding client expectations on a daily basis. Specializing in offering a range of services and being staffed by experienced investment professionals, Legacy Wealth Management is dedicated to serving its clientele effectively. Additionally, the ability to transact securities business with residents in several states strengthens its accessibility. In terms of industry focus, Legacy Wealth Management operates in the Financial Services and Banking sectors, demonstrating stability and expertise in these fields. Although specific details about the company's last investment and investors are not provided, its track record of successful operations since its founding in 1997 is indicative of its capacity to attract and retain clients. In conclusion, Legacy Wealth Management presents a compelling case for potential investors due to its established presence in the financial services sector, dedication to client satisfaction, and the potential for continued growth and success. With a solid foundation and a clear mission, the company is well-positioned for expansion and continued success.

Taxonomy: Wealth Management, Financial Planning, Investment Advice, Boutique Firm, Independent Advisors, Comprehensive Services, Client-Centric Approach, Legacy Planning, Integrity, Experienced Team, Registered Investment Advisor, LPL Financial, SIPC Member, Personalized Solutions

No funding data available for Legacy Wealth Management yet.

Legacy Wealth Management Alternatives & Competitors

Legacy Wealth Management vs
Elite Financial Network, Inc.
Elite Financial Network, Inc. United States

INTELLIGENT INVESTING FOR A SMART RETIREMENT

12 employees
Finance, Financial Services
Legacy Wealth Management vs
Shores Financial LLC
Shores Financial LLC United States

Focused on thorough and caring financial advice

126 employees
Finance, Financial Services
Legacy Wealth Management vs
Integrated Partners
Integrated Partners United States

Empowering financial advisors to achieve their entrepreneurial vision since 1996.

51 employees
Finance, Financial Services

FAQ About Legacy Wealth Management

Managing Generations of Wealth
Legacy Wealth Management was founded in 1997.
Legacy Wealth Management is headquartered in Plantation, United States.
Legacy Wealth Management operates in Finance, Financial Services and Banking. Its work centres on Wealth Management, Financial Planning, Investment Advice and Boutique Firm.
Legacy Wealth Management has approximately 9 employees.
Top alternatives and competitors to Legacy Wealth Management include Elite Financial Network, Inc., Shores Financial LLC, Integrated Partners, Bleakley Financial Group, American Investment Planners LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Legacy Wealth Management and Elite Financial Network, Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Legacy Wealth Management, https://bouncewatch.com/company/legacy-wealth-management, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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