Legacy Wealth Designers is an independent financial firm that has served pre- and current retirees in the Denver/Boulder metro area since 1995. Our team of professionals will work closely with you to evaluate your current financial situation and understand your retirement lifestyle needs. We customize plans that best fit each family's lifestyle, carefully walking you through every step of the implementation process.
We constantly monitor your plan and hold regular review meetings to ensure the plan is optimized to help you achieve the desired objective. Legacy Wealth Designers is proud to announce that we created a strategic partnership with Craig Silverman. Our views, ethics and goals for the people we serve are in line with one another and strengthen by the combination.
We constantly monitor your plan and hold regular review meetings to ensure the plan is optimized to help you achieve the desired objective. Legacy Wealth Designers is proud to announce that we created a strategic partnership with Craig Silverman. Our views, ethics and goals for the people we serve are in line with one another and strengthen by the combination.
Services
Brian is the founder and President of Legacy Wealth Designers, Inc. With over 23 years of experience in the insurance and financial services industry, Brian has always focused on the unique needs and goals of the retiree community. Brian and the team serve a select group of families to help build and maintain the retirement lifestyle they have worked so hard for and deserve.
Legacy Wealth Designers is client-centered and process-driven. Our firm has a well-defined policy that is explained during the introductory meeting so you'll fully understand what to expect at any given point during the planning process. We are a 100% fee-based firm and do not charge commissions or sales charges on the investments you place with us.
We are a provider of WealthGuard, an incredibly simple, yet powerful early-warning system that monitors all of your investment accounts, daily, so you can invest with the added confidence that there's a plan in place to help protect your investments in all market conditions.
Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message.More importantly, WealthGuard will alert client and advisor so that a specific plan of action can be initiated to help protect your accounts, while keeping you focused on your long-term investment goals.
Providing you with added peace of mind, WealthGuard securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message.More importantly, WealthGuard will alert client and advisor so that a specific plan of action can be initiated to help protect your accounts, while keeping you focused on your long-term investment goals.
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