Welcome to Legacy Asset Management

Since 1998, Legacy has helped our clients build & protect their financial future. Legacy Asset Management, Inc. is an independent Registered Investment Advisory firm that provides objective, fee-based portfolio management consulting, financial planning, and retirement plan consulting for individuals and corporate accounts. Our professional staff, with credentials in finance, investments, and planning, is committed to evaluating and implementing the best solutions for our clients' specific needs.

How can we help you?