Legacy Wealth Management

Legacy Wealth Management is a financial advisory firm based in Grosse Pointe Park, Michigan. The company employs 6 people and generates $2.5 million in annual revenue. Legacy Wealth Management provides financial advice and guidance to individuals and families. Their team of advisors utilizes a collaborative approach to address clients' unique financial needs and goals. They offer a range of investment choices, extensive research experience, and access to banking products and services through Wells Fargo affiliates. The firm distinguishes itself through its independent, fee-only approach. This means advisors prioritize objective information and trustworthy advice without the pressure of sales targets, ensuring clients receive professional expertise tailored to their individual circumstances. For more information, visit legacy-wm.net.