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    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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    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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  • wealth builder
    Summer Newsletter 2017

Summer Newsletter 2017

Boy, summer hit with a vengeance didn't it?! How about we take a break from the heat, grab a popsicle and sit back and enjoy

By Sondra Pace|2022-01-07T10:48:22-07:00July 13th, 2017|Categories: Newsletters|Tags: DOL Fiduciary Rule, newsletter|0 Comments
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  • wealth builder
    Spring Newsletter 2017

Spring Newsletter 2017

Welcome Spring! Don't you just love all the goodness that spring brings?! We, here at the office, are very thankful for all of God's blessings,

By Sondra Pace|2022-01-07T10:16:42-07:00March 27th, 2017|Categories: Newsletters|Tags: newsletter|0 Comments
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  • wealth builder
    Christmas Newsletter 2016

Christmas Newsletter 2016

Merry Christmas! We hope this newsletter finds you enjoying the holiday season and making the most of every day. This holiday newsletter is full of

By Sondra Pace|2021-01-29T12:07:30-07:00December 19th, 2016|Categories: Newsletters|0 Comments
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  • wealth builder
    Fall Newsletter 2016

Fall Newsletter 2016

Welcome Fall! Our latest newsletter is all about simplifying financial concepts, measuring success, and Mike's trip to Africa and the friend he made there. We

By Sondra Pace|2021-01-29T12:57:07-07:00October 12th, 2016|Categories: Newsletters|0 Comments
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  • wealth builder
    Summer Newsletter 2016

Summer Newsletter 2016

Summer is here and it is HOT! Hopefully you’ve had a chance to get outside and do something fun, or maybe you’re tucked inside dreaming

By Sondra Pace|2022-01-07T10:45:58-07:00July 6th, 2016|Categories: Newsletters|0 Comments
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  • wealth builder
    Spring Newsletter 2016

Spring Newsletter 2016

Happy Spring Everyone! We hope your year has gotten off to a good start. Below is a link to our most recent newsletter. In it,

By Sondra Pace|2022-04-18T16:00:25-06:00March 22nd, 2016|Categories: Newsletters|0 Comments
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  • wealth builder
    Christmas Newsletter 2015

Christmas Newsletter 2015

Each December when we put together our last newsletter of the year, we choose to share personal stories and past holiday experiences, rather than talk

By Sondra Pace|2021-11-30T14:00:42-07:00December 23rd, 2015|Categories: Newsletters|0 Comments
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  • Christmas Newsletter 2025 December 10, 2025
  • The Fed’s Balancing Act October 2, 2025
  • Fall Newsletter 2025 September 30, 2025

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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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