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    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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    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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  • wealth builder
    Fall Newsletter 2015

Fall Newsletter 2015

It's fall and you know what that means; pumpkin spice everything, changing leaves, fall festivals and... market meltdowns???! If you're wondering what the heck is

By Sondra Pace|2021-01-29T12:53:47-07:00September 28th, 2015|Categories: Newsletters|0 Comments
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  • wealth builder
    Summer Newsletter 2015

Summer Newsletter 2015

Welcome to Summer! The first day of summer was Sunday, and boy did it arrive with a vengeance! Hopefully, this newsletter finds you tucked in

By Sondra Pace|2022-01-07T10:37:46-07:00June 25th, 2015|Categories: Newsletters|0 Comments
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  • wealth builder
    Spring Newsletter 2015

Spring Newsletter 2015

Happy Spring! Did you know that today is the official start of spring? Well, it is! Spring is such a wonderful time of year. Everything

By Sondra Pace|2022-01-07T10:09:50-07:00March 20th, 2015|Categories: Newsletters|0 Comments
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  • 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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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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