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Legacy Strategic Asset Management

Fall Skyline Legacy Strategic asset management of wells fargo advisors photography by Shane Wynn

Let our experience work for you.

With over $8.6 billion of assets as of December 31, 2022**, Legacy Strategic Asset Management works with many of the most respected institutions, corporations, and high-net-worth individuals and families in Northeast Ohio and the Midwest. In 2017, 2018, 2019, 2020, 2021, 2022 & 2023, Legacy Asset Management was recognized by Barron's, the world's premier investing publication, as:

Recognized in the 2017, 2018, 2019, 2020, 2021, 2022 & 2023 Barron's Top 100 Institutional Consultant list*

Unlike firms that seek to pigeon-hole you into a predetermined silo, we genuinely listen in an effort to understand your unique goals, expectations, concerns, and priorities. Then we develop an exclusive strategy aligned with those goals.

OUR STRATEGIC SERVICES

Institutional Consulting Services

Legacy Strategic Asset Management's Institutional Consulting Services help foundations, endowments, corporations, healthcare organizations, and educational institutions navigate the complex world of fiduciary responsibility.

What exactly do we do for them?

Our full-service practice offers everything from fiduciary education and oversight to investment and spending policy development and compliance—and from asset allocation modeling and risk posture assessment to regulatory updates, global manager research and risk management. In other words... our goal is to help you meet your investment objectives while managing risk.

Retirement Plan Consulting Services

When you are a trustee or serve on an investment committee of a qualified plan governed by the Employee Retirement Income Security Act (ERISA), you are considered a fidicuary and accept responsiblity to preserve the assets entrusted to you on behalf of the plan participants and the beneficaries you represent.

Our goal through our Retirement Plan Consulting Services is to help you navigate your fidicuary obligation to those participants you represent.

Private Wealth Consulting Services

At Legacy Asset Management, we offer a comparable suite of services to high-net-worth individuals and families with our Private Wealth Consulting Services, including family wealth planning and education, asset allocation and diversifying studies, comprehensive performance evaluation, trust, tax and fee coordination—and much more.

Please explore what we have to offer, then give us a call.

OUR TEAM & RESOURCES

With 17 years average client tenure and 22 average years of industry experience, the Legacy Strategic Asset Management team is experienced and dedicated to building genuine, trusting relationships.

Meet Our Team >

Over our 35 years of serving clients, we are fortunate to have been recognized by several national and regional publications, including Wall Street Journal, Barron’s, the National Association of Plan Advisors, Crain’s Cleveland and more.

Awards & Recognition >

Combining the powerful resources of Wells Fargo with the local experience of Legacy Strategic Asset Management allows us to serve our over 70 institutions and over 100 high-net-worth clients with local service and global expertise.

Learn More About Our Resources >

*The Barron’s Top 100 Institutional Consultants rankings are evaluated on a range of factors for the Financial Advisor and their team including institutional assets under management, revenue produced for the firm, regulatory record and number of clients served by the consultant’s team. Also considered were the advanced professional designations and accomplishments represented on the team.
**Total assets under advisement as of December 31, 2021

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, IL, KY, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.


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