Financial advice based on your best interest.
In 1982, most people’s financial lives were fragmented. And advice would often come from insurance agents or stock brokers — people who had something to sell.
This made financial planning complicated.
But John Ueleke had a vision: Give objective, fee-only financial advice without selling products. With this vision, he started Legacy Wealth Management.
And when you partner with Legacy, you’ll get what John originally intended — a true partnership based on your best interest.
What does that mean? Well, for starters, we:
- Trade 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 (when many other investment firms focus only on returns).
- Design portfolios for the long term.
And with a client retention rate of 98 percent for the last five years, we feel pretty good about this approach.
Always put clients first.
Do what is in the best interest of you, the client — that’s our mantra.
Commit to honesty and integrity.
As a fiduciary, Legacy doesn’t receive commissions or sell products. This ensures that your needs and goals are the only thing influencing our actions.
Show compassion for clients and coworkers.
Making major financial decisions can be tough. So we aim to be supportive listeners first and trusted advisors second.
Design a culture that values teamwork and knowledge.
An exceptional company starts with exceptional people. That’s why Legacy invests in a team-focused culture and continued education for all CFPs®, CFA charterholders, MBAs, and JDs on staff.