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OUR TEAM. YOUR GOALS.

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.

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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COMPLIMENTARY Introductory Meeting

OUR BELIEFS

Financial Advisors Meeting with Clients

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.

THE TEAM

We are a family of two CERTIFIED FINANCIAL PLANNERTM professionals and support staff with many years of caring and professional experience in the financial services industry.

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Contact Us

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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Check the background of our investment professionals on FINRA’s BrokerCheck here.

This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced.

Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management and Cambridge are not affiliated. Cambridge does not offer tax advice. Fixed insurance offered through Legacy Wealth Management, LLC.

Cambridge’s Form CRS (Customer Relationship Summary).

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