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Legacy Wealth Planning logo — Tell Us What's Important to You.

Legacy Wealth Planning

Tell Us What's Important to You.

Founded 2006 United States Reno, United States 10 employees Education, Financial Services +1

General Information

Company Name Legacy Wealth Planning
Founded Year 2006
Location United States Reno, United States
Employees 10
Industries Education, Financial Services, Wealth Management
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About Legacy Wealth Planning

Legacy Wealth Planning is an independent financial services group based in Reno, NV, founded in 2006. With 5 financial advisers and 3 staff/assistants, the firm's mission is to provide complete financial guidance and wealth management services to help clients manage and preserve their wealth for themselves and their families. Their slogan, "Tell Us What's Important to You," reflects their client-centric approach. The company focuses on education, financial services, and wealth management industries. With a managing group of 4 partners, all still active as financial advisers, Legacy Wealth Planning emphasizes long-term relationships with their clients. Having not disclosed their last investment or the last investment investors, Legacy Wealth Planning operates under LPL Financial, Member SIPC sipc.org. The company maintains state registration information on their website, emphasizing transparency and regulatory compliance. In summary, Legacy Wealth Planning has a strong foundation, with a clear focus on serving the financial needs of its clients. Their commitment to preserving and growing wealth for families presents an opportunity for potential investors seeking to enter the wealth management sector.

Taxonomy: retirement planning, estate planning, investment management, financial guidance, family wealth preservation

No funding data available for Legacy Wealth Planning yet.

Legacy Wealth Planning Alternatives & Competitors

Legacy Wealth Planning vs
Sterling Financial Management, Inc.
Sterling Financial Management, Inc. United States

Your Finances In Focus

12 employees
Financial Services, Wealth Management
Legacy Wealth Planning vs
V Wealth
V Wealth United States

What you plan today, you shall harvest in the future

8 employees
Financial Services, Wealth Management
Legacy Wealth Planning vs
Winthrop Wealth
Winthrop Wealth United States

Wealth Management | Financial Planning | Investment Management

29 employees
Financial Services, Wealth Management

FAQ About Legacy Wealth Planning

Tell Us What's Important to You.
Legacy Wealth Planning was founded in 2006.
Legacy Wealth Planning is headquartered in Reno, United States.
Legacy Wealth Planning operates in Education, Financial Services and Wealth Management. Its work centres on retirement planning, estate planning, investment management and financial guidance.
Legacy Wealth Planning has approximately 10 employees.
Top alternatives and competitors to Legacy Wealth Planning include Sterling Financial Management, Inc., V Wealth, Winthrop Wealth, HB Retirement, Horizon Wealth Management. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Legacy Wealth Planning and Sterling Financial Management, 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 Planning, https://bouncewatch.com/company/legacy-wealth-planning, updated 21 October 2024. When citing, please name BounceWatch and link this page.

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