Wealth management

Legacy’s investment professionals design, implement, and manage various portfolio strategies based on the client’s goals, income needs, risk tolerance, and time horizon. Because our clients are long-term investors, our investment strategies benefit from low security turnover and reduced tax liabilities. Each investment account is managed with the client’s overall portfolio in mind, as our professionals consider diverse factors such as income needs, tax location, time horizon, social responsibility, and other issues of significance to individual investors.

 

 

Just a few of the account types we manage:

Individual Retirement Accounts (IRA)
Roth After-Tax
Individual & Joint Brokerage Accounts
Trust Accounts
College Savings