Welcome to Legacy Asset Management

Legacy Asset Management Inc. is an Independent Registered Investment Advisory firm that provides objective, fee-based comprehensive financial planning, portfolio management, and retirement plan consulting for individuals and corporate accounts. Since 1998, Legacy’s focus has been on helping our clients build & protect their financial future. Our professional staff, with credentials in financial planning, finance, and investments, is committed to evaluating and implementing the best solutions for our clients' specific needs. Whether you are an individual investor seeking financial planning advice, an entrepreneur wanting to maximize savings and minimize taxable income, or an employer wanting to add the benefit of a retirement plan for your employees, Legacy has a personalized solution for your needs.

How can we help you?