Legacy Wealth Management

Financial Services - Mequon, WI, US

Legacy Wealth Management Employees
Forbes Watson

Chief Executive Officer

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Aaron Pepin

Financial Services Professional

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Doug Wood

Partner

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Jeff Funderburk

Financial Advisor, CFP® Practitioner

Contact Jeff Funderburk

Marcia Boyd

Administrative Assistant

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Legacy Wealth Management Senior Management
Forbes Watson

Chief Executive Officer

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Legacy Wealth Management Details

Legacy Wealth Management, LLC is a fee based Registered Investment Advisor (RIA). We were founded in 2003 with our office located outside of Milwaukee, in Brown Deer, WI. We specialize in providing investment management services to high net worth individuals, trusts, and endowments. We advise clients on investment strategy, asset allocation, and investment selection. We utilize Charles Schwab Institutional as our broker and custodian.

Legacy Wealth Management logo, Legacy Wealth Management contact details
Website: legacywlth.com
Employees: 5 - 9
HQ: 262-518-0347
Location: Mequon, WI, US
Revenue: 1 - 2.5 Million
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