Denise Holder's Contact Details

Denise Holder's Company Details

Legacy Wealth Partners of Raymond James

Indianapolis, Indiana, United States • 7 Employees
Financial Services

LEGACY WEALTH PARTNERS of Raymond James is an exclusive, all-inclusive wealth strategy practice for your family, business or foundation. We handle all aspects of your financial security: Asset, Liability, Risk, and Transition Management. Our investment philosophy is advisory based and we offer private equity and premier wealth management.We are committed to excellence and a customer-centric approach that puts client experience above anything else. We have developed a strong foundation of trust with our clients and provide a holistic approach as we serve complex financial needs for individuals and institutions. LWP encompasses a strong philanthropic mission for our clients and it is evident in their estate and charitable planning.Exclusivity, exceptional service, and going the extra mile to exceed our clients' expectations are the very core of the Legacy Wealth Partners business model.