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About Legacy Wealth Management
Legacy Wealth Management is a financial management firm with two CERTIFIED FINANCIAL PLANNER® professionals. The advisors at Legacy Wealth Management are supported by experienced staff that have over 40 years of combined wealth management services. Legacy Wealth Management provides financial management services designed to help meet the needs of our clients for today and tomorrow. Legacy Wealth Management has been serving western Colorado since 1986 and is looking forward to providing financial planning services to the Grand Valley for generations to come.
