Legacy Wealth Management LLC
Office phone +1 208-955-****
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Homepage http://www.legacywealthmg.com
LinkedIn Profile https://linkedin.com/company/legac***manageme***
HQ Location
United States , Idaho, Boise:13965 W Chinden Blvd #100, Boise, ID 83713
Legacy Wealth Management, LLC is a fee based Registered Investment Advisor (RIA). We were founded in 2003 with our office located outside of Milwaukee, in Brown Deer, WI. We specialize in providing investment management services to high net worth individuals, trusts, and endowments. We advise clients on investment strategy, asset allocation, and investment selection. We utilize Charles Schwab Institutional as our broker and custodian.
Financial Services, Banking, and Investment Solutions
Companies in financial services focus on providing advice tailored towards individuals’ financial goals. They analyze investment portfolios while making strategic recommendations regarding retirement planning/inheritance tax/insurance etc., so that their clients can make informed decisions regarding their finances.
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