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Complete Investment Management and Retirement Planning Services

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Our Team of Professionals Will Help You Handle Your Portfolio

Legacy Wealth Management is home to a team of financial advisors who offer full-service investment management and financial advisory services, specializing in 401(k) rollovers, IRA investments, retirement planning and other types of investments. We help people invest and manage their portfolios.

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Learn About Investments and Retirement Plans

If you have questions or concerns about your investments or your retirement and you wonder if they're on the right track, you've come to the right place. We have over 25 years of experience.

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You'll Get Recommendations That May Help You Seek Your Investment Goals

Your account will receive personal attention from our team of advisors. If you have any questions, give us a call at 701-365-8083 or contact us via email. We look forward to meeting you!

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We Can Help With Your 401(k) Plan Rollover

Your 401(k) plan and other retirement accounts are important to you now and in the future when you retire. Proper care and supervision of these accounts may make a significant difference in your retirement.

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Want The Latest Information On The Stock Market?

Tune into our fast-paced radio talk show, "Investment Talk" every Sunday morning from 8:30 a.m. to 9:30 a.m. on KFGO 790 AM in Fargo & KFYR 550 AM in Bismarck. Learn about what's happening in the markets from our financial advisors, Paul Meyers and Brady Brunsvold. Our Legacy Team can also be heard every weekday at 5:35 p.m. on KFGO 790AM!

Investment Talk - Sunday Mornings