Legacy Wealth Management

Legacy Wealth Management

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SerdenID : PRO-20251103-12723

About Company

Legacy Wealth Management is a fiduciary, fee-only wealth advisory firm in Memphis, TN that helps clients build and protect wealth through comprehensive financial planning, investment management, estate and tax-aware strategies, and specialized guidance for FedEx pilots. Legacy Wealth Management combines expertise in estate law, tax, insurance, and investments to create unbiased, goal-driven plans focused on long-term outcomes, emphasizes a family-like client experience with high client retention, and serves individuals, families, and institutions from its office at 1715 Aaron Brenner Drive, Suite 301.

Service Category

Financial Planner

Area Served

Memphis

Contact Info

Address

1715 Aaron Brenner Dr #301, Memphis, TN 38120

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