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Legacy Wealth Management

Choosing the Right Wealth Management Firm

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The Emergence of Wealth Management Firms

In 1982, most people’s financial lives were fragmented. Any financial advice would often come from insurance agents or stock brokers — people who had something to sell.

This made financial planning complicated.

Wealth management firms began to emerge giving objective, fee-only financial advice without selling products.

Your Wealth Affords you a Life Full of Opportunity - Don’t Spend it Worrying about your Finances.

Whether you want to retire comfortably or fund your grandchild’s college education, you’ve got important financial goals.  The right wealth management company can help build and protect your wealth based on your needs so that you have more time to focus on what matters.

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Helping You Achieve Your Goals is a Priority.

Choose a wealth management firm that is fiduciary fee-only firm and your financial plans will be unbiased and based purely on your goals (not a commission).

Find a firm that will give objective, fee-only financial advice without selling products.

Your relationship with a wealth management firm should be a true partnership based on your best interest.

What Should a True Partnership Look Like With the Right Wealth Management Firm?

  • Trades are made only to keep your portfolio in balance with your financial plan or to address a change in our asset allocation.
  • Prioritize downside risk management in addition to returns (not focusing only on returns).
  • Design portfolios for the long term.