Private Wealth - How We Work

At Legacy, we understand the needs and complexities facing today’s private investors. Our holistic approach to wealth management is comprehensive and designed to guide clients through every stage of their financial journey.

Our goal is to build a collaborative relationship based upon knowledge and integrity. Many of our clients’ wealth management needs are more complex than the average investor’s. In order to create a plan that is as sophisticated as your objectives, we consider all aspects of wealth management including trust, money management, liability management, insurance and estate investment planning resources, as needed. Furthermore, we are able to coordinate with other professionals in your life (accounts, attorneys, philanthropic advisors) to give you an integrated, focused financial team.

Much like our institutional consulting clients, Legacy’s private wealth clients benefit from a “Team Approach” and are assigned a lead consultant as well as a co-lead who will attend every meeting. Additionally, each private wealth client is assigned a dedicated analyst and client service professional who will be familiar with every aspect of your accounts.

A Sample Quarterly Meeting Agenda Would Include:

  • Market and Economic Overview
  • Comprehensive Performance Review
  • Asset Allocation Update and Review
  • Investment Recommendation
  • Education Topic

 

Wells Fargo Advisors is not a tax or legal advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state