INTEGRITY • TRUST • SERVICE

At Legacy Wealth Management, LLC, you will find a team of trained and licensed financial advisors able to help meet all your wealth management needs. From insurance and investments to financial plans and estate needs, Legacy Wealth Management has advisors 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 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 WE HELP

We provide tailored recommendations to match your unique goals and concerns.

INVESTMENTS

Portfolio Management
Investment Analysis

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FINANCIAL PLANNING

Retirement Planning
Estate Planning
College Planning
Social Security Strategies

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INSURANCE

Life Insurance
Long Term Care Insurance
Disability Income Insurance
Insurance Analysis

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Schedule Your
COMPLIMENTARY Introductory Meeting

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OUR BELIEFS

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 believe trust between client and 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.

KNOW WHO’LL BE WORKING WITH YOU

We are a family of four CERTIFIED FINANCIAL PLANNER^TM professionals and support staff with over a combined 100 years of caring and professional experience in the financial services industry.

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