3409 45th St,
Get to Know More About Our Team
Legacy Wealth Management specializes in retirement planning, and financial services. Headquartered in Fargo, North Dakota, Legacy Wealth Management was established in 2010, but some of our staff began their involvement with investments in the 1980's. Our approach today, however, is much more Main Street and much less Wall Street.
We have lived in the Fargo-Moorhead, Red River Valley Area most of our lives. We're active in community organizations, charities, educational groups, and we feel like we are a part of this community. When you come in to meet with us, we take the time to get to know you - really get to know you because we believe a major part of our purpose is to build a strong relationship with each of our clients. We have over 25 years of experience and are locally operated.
We also believe strongly in creating a very positive experience for each of our clients. We have a dedicated financial assistant who will be the first to greet you when you come to our office. In the winter, our fireplace is always on, and all year long, we'll always offer a hot cup of delicious coffee or other beverage along with some warm, friendly conversation when you come in. To us, you're not just another number, you're a person whom we can help.
We are a member of The Chamber of Commerce of Fargo, Moorhead & West Fargo.
President and LPL Financial Advisor
Series 7, 63 & 65 Securities Registrations* held through LPL Financial, and insurance licensed to provide life, disability, variable life and long-term care coverage.Paul graduated with a degree from Minnesota State University, Moorhead...
Non-Registered Financial Assistant
Mascot and Greeter
Lucy joined the Legacy Wealth Management team in 2017. She is a Shih Tzu/Bichon mix who comes to work nearly every day with her dad, Paul. Lucy is a happy, outgoing, young pup who loves nothing more than being petted, playing fetch,...
Marketing & Media Specialist