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About Us
At Legacy Wealth Management in Memphis, Tennesse, we are dedicated to superior professional ethics and standards. As a client of our investment advisory firm, you receive the benefit of working with Certified Financial Planner™ practitioners (CFP®), a Chartered Financial Analyst (CFA), Chartered Alternative Investment Analysts (CAIA), an Investment Adviser Certified Compliance Professional®, Certified Trust and Financial Advisors (CTFA), two Juris Doctorates, one with Master of Laws (LL.M.) in Taxation.

 

Employee-Owned

Legacy Wealth Management is an employee-owned firm that is among the most respected independent, registered investment advisory firms in the nation. We are a team of financial professionals that has extensive financial planning and portfolio management experience along with a commitment to high ethical standards while providing our clients access to a full range of financial services and solutions.

 

Our Services

Please visit the Our Services page for more information.

Legacy Wealth Management, Inc., Financial Planning Consultants, Memphis, TN