Team

About Legacy Wealth Management

Legacy Wealth Management is home to a team of independent investment management advisors, who specialize in retirement planning, and financial advisory services. Headquartered in Fargo, North Dakota, Legacy Wealth Management was established in 2010, but several of our staff began their involvement with investments in the 1980's and our financial advisors were originally trained at nationally-recognized investment firms. 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 dedicated client service associates 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.