Legacy Wealth Management, LLC

Legacy Wealth Management, LLC
Julie Olsen

Our Mission:
To manage and preserve wealth utilizing advanced strategies; consistently striving to exceed your expectations ​allowing you to focus on what matters most in your life.

Legacy Family Planning:
As your family’s wealth becomes more complex, it’s critical your investment management is proactive, disciplined and carefully coordinated.

That’s one reason we’ve made Legacy Wealth Management a “family office,” where we provide comprehensive wealth planning.

These services include:
•Wealth transfer and legacy planning, including charitable giving
•Coordination of tax returns and other efforts – Working side-by-side with your CPA for complete visibility and tax planning on a very proactive basis.
•Legal and estate planning – are your wills and beneficiaries as they should be?
•Insurance / Risk management
•Financial management
•Maximizing income goals
As experienced investment managers, we develop customized, personalized asset allocation strategies and investment portfolios that are compatible with your investment preferences.

By providing this multidisciplinary approach, we’re better able to anticipate your family’s needs and proactively provide customized solutions. We can also evaluate your financial affairs through regulatory, legal, financial, tax and family lenses.

The advantage to you? You can discover and evaluate new opportunities and hidden risks far better than working with experts in different locations.

You’ve read about Legacy Wealth Management. Now it’s our favorite part — hearing from you!

http://www.legacywealthmg.com
208-350-7274
208-350-7276
1880 S Cobalt Point Way, Suite 350, Meridian, ID 83642
  • Legacy Wealth Management, LLC

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Legacy Wealth Management, LLC