We are a committed wealth management firm, headquartered in Lexington, Kentucky. We understand that individuals and families face unique challenges as they transition through all of life's stages. The advisors at Legacy Wealth Management can help take the mystery out of preparing for the future.
Whether you are planning for retirement, saving for college, or creating an estate plan, our personalized approach focuses on your needs, wants, financial goals and objectives.Our experienced team currently advises select families, professionals, business owners, physicians, and institutions. We can help you address your financial future with confidence for years to come.
Whether you are planning for retirement, saving for college, or creating an estate plan, our personalized approach focuses on your needs, wants, financial goals and objectives.Our experienced team currently advises select families, professionals, business owners, physicians, and institutions. We can help you address your financial future with confidence for years to come.
Services
Knowledge is power. It's also the foundation for intelligent, well-considered decisions. When you have a goal in sight, sound decisions are vital in helping you avoid costly mistakes that can affect your future. As experienced financial professionals, we are committed to helping people just like you create strategies.
Our overriding goal is to make a profoundly positive difference in the lives of our clients and their families by providing:. Legacy Wealth Management was founded on the American values of hard work, integrity, commitment, and uncompromising quality. Over the years, we have helped our clients work toward financial independence with our personalized approach to wealth planning, accumulation, and preservation.
Our online portals allow you to have anytime access to your accounts, statements, and transactions. We are straightforward with our fee structure so you will have confidence in the value we deliver. Clear communication is important to us so you fully understand your financial situation. We are client focused and committed to developing a long-term, working relationship with you.
Outside of the office, our services extend into our communities through volunteer projects. Part of Legacy Wealth Management's culture is centered around positively impacting the lives of people around us and in our communities. We have a long history of involvement and are proud to be able to give back through both financial support and volunteering.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews (3)
Amy Johnson
Jan 29, 2018
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I think there are two words that come to mind to describe my interaction with LWM: trust and accessibility. I trust John and the team to make sound financial decisions around the management of my retirment money. And, I always feel like I have acess to the team and to John regarding my investment portfolio. Thanks Legacy Wealth Management!
Emily Lusby
Oct 06, 2017
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David Lusby
Aug 16, 2017
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