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
FINANCIAL PLANNING
- Retirement Planning
Estate Planning
College Planning
Social Security Strategies
INSURANCE
Life Insurance
Long Term Care Insurance
Disability Income Insurance
Insurance Analysis
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 PLANNERTM professionals and support staff with over a combined 100 years of caring and professional experience in the financial services industry.
STILL HAVE QUESTIONS?
Find out how we can help you
get on the right financial path
NEWSLETTER
We will keep you updated and notify you of any recent news.
WEALTH DEFENDER BLOG
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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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Latest from the Wealth Defender Blog
Summer Newsletter 2018
Ready or not summer is here... and so is
What Were They Thinking?
My parents grew up in Northwest Kansas during the Dust Bowl of the 1930’s. Hearing their stories and listening to the hardships of that era have always kept my interest in that part of our history high. I recently came across a 4 hour video on the history of the Dust Bowl and have been watching it. I felt that I knew a fair amount about it, but was surprised at some of the things the video presented.