
Legacy Wealth Management
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.
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Area Served
Contact Info
Address
1715 Aaron Brenner Dr #301, Memphis, TN 38120
- Phone Number(901) 758-9006
- Website http://www.legacywealth.com
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