Legacy Wealth Management
Financial Services, 1250 S Pne Is Rd Ste 350, BELFAST, Florida, 33324, United States, 11-50 Employees
Phone Number: 95********
Who is LEGACY WEALTH MANAGEMENT
With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Irelands leading provider of high net worth wealth management servic...
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- Headquarters: 1250 S Pne Is Rd Ste 350, BELFAST, Florida, 33324, United States
- Date Founded: 2014
- Employees: 11-50
- Revenue: $10 Million to $25 Million
- Active Tech Stack: See technologies
- CEO: Advisor Justin Martin
Industry: Financial Services
SIC Code: 6282 | NAICS Code: 524210 | Show More
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Legacy Wealth Management Org Chart and Mapping
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Frequently Asked Questions Regarding Legacy Wealth Management
Answer: Legacy Wealth Management's headquarters are located at 1250 S Pne Is Rd Ste 350, BELFAST, Florida, 33324, United States
Answer: Legacy Wealth Management's phone number is 95********
Answer: Legacy Wealth Management's official website is https://lwmfl.com
Answer: Legacy Wealth Management's revenue is $10 Million to $25 Million
Answer: Legacy Wealth Management's SIC: 6282
Answer: Legacy Wealth Management's NAICS: 524210
Answer: Legacy Wealth Management has 11-50 employees
Answer: Legacy Wealth Management is in Financial Services
Answer: Legacy Wealth Management top competitors include: CG Advisor Network , CG Financial Services , Vanguard
Answer: Legacy Wealth Management contact info: Phone number: 95******** Website: https://lwmfl.com
Answer: With combined lifetimes of unrivalled experience in what it takes to accumulate and pass on wealth, Legacy is Northern Irelands leading provider of high net worth wealth management services. Legacy provide comprehensive financial planning with an unsurpassed level of personal care to both private individuals, families and businesses seeking to actualise their aspirations. Legacy draws on their empathetic and expert team of trusted advisers and extensive support team, to partner with and proactively anticipate client needs to maximise their success into a trusted strategy for generations to come. Due to increasing demand for tailored, high quality service from its clients across all areas of life and wealth, Legacy has launched and provides two flagship services Legacy Lifetime and Legacy Business. Legacy Lifetime serves high net worth private clients, combining financial planning with investment and risk management to seek more than just a return on investment, but to see an individuals life return a legacy. Backed by Legacys bespoke, revolutionary investment philosophy Legacy Lifetime methodically combines expert financial organisation, investment, accountability, objectivity, proactivity, education, and partnership to deliver lasting success for individuals who want to turn their hard work into a heritage. Legacy Business serves local businesses, entrepreneurs and directors in offering a completely integrated client solution with a full range of corporate financial services covering group risk management, workplace pensions, financial planning and employee engagement. Legacy takes pride in establishing life long relationships with their clients that often span generations of family and business. If youd like to take the first step in turning your life into a legacy, wed love to hear from you. Expect More.
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CEO at Legacy Wealth Management
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