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    Spring Newsletter 2023

Spring Newsletter 2023

Every quarter, we send out a newsletter to share thoughts and feelings on various topics around the financial industry. In this season's newsletter, read the

By Alyssa Adams|2023-04-05T14:18:19-06:00April 5th, 2023|Categories: Newsletters|Tags: 2023, economy, Financial Advice, future generations, Gen Z, Government, inflation, Investor behavior, market, market fluctuations, market volatility, Millennials, newsletter|0 Comments
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  • wealth builder
    Fall Newsletter 2022

Fall Newsletter 2022

Your Questions: Answered. Is social security going to run out by the time I need it? How am I supposed to enjoy my retirement with the

By Alyssa Adams|2023-07-06T12:53:47-06:00September 23rd, 2022|Categories: Newsletters|Tags: 2022, down market, economy, market, newsletter, social security, SSI, tax gap|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
    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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  • 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

[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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