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    Spring Newsletter 2020

Spring Newsletter 2020

Sometimes It's A Wild Ride Hello Everyone! Last week was a bit of a roller coaster wasn't it? We wrote a letter, about the current

By Sondra Pace|2022-01-07T10:31:42-07:00March 17th, 2020|Categories: Newsletters|0 Comments
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    Christmas Newsletter 2019

Christmas Newsletter 2019

Happy Holidays! As has become our tradition, our December newsletter is more festive and reflective, and focuses more on the Christmas season instead of investing. We

By Sondra Pace|2021-01-29T12:12:50-07:00December 11th, 2019|Categories: Newsletters|0 Comments
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  • wealth builder
    Summer Newsletter 2019

Summer Newsletter 2019

Hello! We hope this message finds you happy, healthy, and staying cool! While some people are mentally transitioning to fall, we can't help but realize

By Sondra Pace|2022-01-07T11:11:45-07:00August 20th, 2019|Categories: Newsletters|0 Comments
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  • wealth builder
    Spring Newsletter 2019

Spring Newsletter 2019

Happy Spring! How have four months of the new year already elapsed?! If you're like us, it doesn't feel like the new year starts until

By Sondra Pace|2022-01-07T10:29:39-07:00May 2nd, 2019|Categories: Newsletters|0 Comments
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  • wealth builder
    Christmas Newsletter 2018

Christmas Newsletter 2018

Merry Christmas Everyone! We hope this newsletter finds you happy and content. We also hope the touching and funny stories in our latest newsletter bring

By Sondra Pace|2021-01-29T12:11:16-07:00December 21st, 2018|Categories: Newsletters|0 Comments
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  • wealth builder
    Fall Newsletter 2018

Fall Newsletter 2018

It's a new season! The changing of the season always feels like a fresh start. And even though a new beginning isn't generally associated with

By Sondra Pace|2021-02-04T08:31:13-07:00October 5th, 2018|Categories: Newsletters|0 Comments
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  • wealth builder
    Summer Newsletter 2018

Summer Newsletter 2018

Ready or not summer is here... and so is our latest newsletter! (click image to read)

By Sondra Pace|2019-05-09T14:02:54-06:00June 21st, 2018|Categories: Newsletters|0 Comments
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  • wealth builder
    Spring Newsletter 2018

Spring Newsletter 2018

Happy Spring! How's that saying go... "In like a lion, out like a lamb." After all the wind we've had in Grand Junction today, I

By Sondra Pace|2022-01-07T10:27:01-07:00April 12th, 2018|Categories: Newsletters|Tags: newsletter|0 Comments
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  • wealth builder
    Christmas Newsletter 2017

Christmas Newsletter 2017

Merry Christmas! We hope this letter finds you happy and healthy. As is our custom around here, our Christmas newsletter takes a break from the

By Sondra Pace|2021-01-29T12:09:30-07:00December 19th, 2017|Categories: Newsletters|0 Comments
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  • wealth builder
    Fall Newsletter 2017

Fall Newsletter 2017

Do you know what time it is? It's pumpkin spiced latte time! Fall has officially arrived here in the Grand Valley, and while not everyone

By Sondra Pace|2021-02-04T08:29:19-07:00October 2nd, 2017|Categories: Newsletters|0 Comments
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Recent Posts

  • Spring Newsletter 2025 April 17, 2025
  • Christmas Newsletter 2024 December 16, 2024
  • Fall Newsletter 2024 October 10, 2024

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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

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

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372 Ridges Boulevard
Grand Junction, CO 81507

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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.

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