Home   Contact Us 

Location  About Us  FAQs
Career Opportunities

Custodian Websites




National Advisors Trust

When clicking these links, you are leaving Legacy Wealth Management's website and entering a third party website.  This third party website is not affiliated with, sponsored by, or endorsed by Legacy Wealth Management. 

Tamarac Client Portal

If you would like a login please contact your Relationship Manager at (901) 758-9006.

The reports displayed as a result of using the Client Vault are for the convenience of clients of Legacy Wealth Management and are produced by an automated system and not reviewed by our staff, so please advise us if you see anything which appears wrong. Most securities are priced daily by our custodians; there are delays in the pricing of bonds, alternative investments (such as partnerships) and newly-transferred securities, which may lead to stale or missing prices, which will in turn lead to inaccurate totals. Courtesy accounts and unsupervised securities are not included and as such may lead to totals different from the account totals appearing on your statement.

Legacy Wealth Management ADV Part 2 A