INTEGRITY • TRUST • SERVICE
At Legacy Wealth Management, LLC, you will find a team of trained and licensed financial advisors in Grand Junction to help you meet all of your wealth management needs. From insurance and investments to financial plans and estate needs, Legacy Wealth Management has financial planners and staff able to assist you. Check the background of our investment professionals on FINRA’s BrokerCheck here.
As one of the largest Independent Financial Services Firms in Grand Junction, our financial advisors have been offering wealth management and financial planning solutions to the Western Slope of Colorado since 1986. We look forward to partnering with you for many years to come.
HOW OUR FINANCIAL ADVISORS HELP
We provide tailored recommendations to match your unique goals and concerns.
OUR BELIEFS
We believe trust between client and financial advisor is essential to the long-term success of any wealth planning strategy.
We believe financial planning is more than just one meeting. It’s a relationship dedicated to you and your goals.
We believe it’s our role to help clients become excellent stewards of their wealth so they can achieve what they’re striving for.
We’d love to hear from you! If you’d like to request more information, please contact us.
Phone: 970-241-5143
Toll Free: (800) 241-5143
372 Ridges Boulevard
Grand Junction, CO 81507
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