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Where Did 18 Years Go?

It was a week before she was due and her umbilical cord had detached from the placenta. Debbie was rushed into the delivery room for

By Mike Berry|2020-10-12T11:13:08-06:00March 10th, 2015|Categories: Articles|0 Comments
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Drinking the Wrong Kool-Aid

Been to the gas pump lately? I paid under $2.00 for regular unleaded the other day. How nice to be able to fill up the car

By Mike Berry|2021-01-29T12:46:05-07:00December 30th, 2014|Categories: Articles|0 Comments
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Don’t Leave Money on the Table!

One question that comes up in retirement planning discussions is when to start drawing social security benefits. The answer to this question will vary from person

By Linda Eden-Wallace|2021-01-29T12:39:23-07:00October 28th, 2014|Categories: Articles|0 Comments
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A Christmas Budget

Let’s talk about Christmas. Yes, I said it. Yes, I know it’s only October but now is the perfect time to start thinking about your

By Sondra Pace|2021-01-18T16:32:39-07:00October 21st, 2014|Categories: Articles|0 Comments
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Our Thoughts on Market Volatility

We feel it’s important to take a moment and address the recent financial market volatility with you and give you our take on its causes

By Mike Berry|2022-08-01T15:19:49-06:00October 16th, 2014|Categories: Articles, News and Announcements|0 Comments
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Where is Washington’s Priority?

I can tell you where it isn’t…our children. They are the future of America but that doesn’t seem to mean much to our government when

By Linda Eden-Wallace|2022-08-03T15:45:10-06:00October 15th, 2014|Categories: Articles|0 Comments
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Declan’s World at Adulthood

On September 9th my grandson, Declan, turned 1 year old. I have to say that being a grandparent sits well with me. But the financial planner

By Mike Berry|2021-01-29T12:24:21-07:00September 22nd, 2014|Categories: Articles|0 Comments
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Kids Hear the Road Calling…

School started last Monday. Our daughter is now a senior at Grand Junction High School. The reality that Deb and I will be empty nesters

By Mike Berry|2021-02-23T13:37:37-07:00August 13th, 2014|Categories: Articles|0 Comments
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Summertime Musings

It has been a very interesting and travel filled summer so far. Here’s a brief rundown of our last 3 trips. Trip #1: Nashville From

By Mike Berry|2022-04-18T16:21:55-06:00August 4th, 2014|Categories: Articles|0 Comments
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My Favorite Holiday

By the time this blog hits the website, we will have celebrated, as a country, our 238th Independence Day. It’s one of my favorite holidays

By Mike Berry|2021-02-04T08:46:29-07:00July 9th, 2014|Categories: Articles|0 Comments
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Legacy Wealth Management

Legacy Wealth Management’s roots go back to 1986 when Mike Berry opened the door to his financial planning practice in Grand Junction, CO

Contact Us

Phone: (970) 241-5143
Toll Free: (800) 241-5143

[email protected]

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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