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Legacy Strategic Asset Management

Fall Skyline Legacy Strategic asset management of wells fargo advisors photography by Shane Wynn
Legacy Strategic Asset Management
Address:
1891 Georgetown Road
Hudson, OH 44236
Phone:
330-655-7051
Fax/Other:
330 655 8921
E-mail address: [email protected]

Awards & Recognitions

Wall Street Journal/Barron’s Top 100 Institutional Consultant list1

Legacy was recognized as one of the nation’s top wealth management teams that specialize in investing for large organizations—pension plans, university endowments, charitable foundations, and the like. These teams also serve individual investors, many of whom want institutional-style oversight of their investments.

  • 2017 Top 30 Institutional Consultant
  • 2018 Top 50 Institutional Consultant
  • 2019 Top 50 Institutional Consultant
  • 2020 Top 50 Institutional Consultant
  • 2021 Top 100 Institutional Consultant
  • 2022 Top 100 Institutional Consultant

NAPA Top DC Advisor Teams2

In 2021, Legacy was named in the NAPA Top DC Advisor Team list which highlights the nation’s leading retirement plan advisor firms. Unlike other lists, this focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement.

Wall Street Journal & Barron’s Top 1200 Financial Advisors3

Jim Barsella has been named to the Top 1200 list every year from 2016-2022 for his role serving the needs of ultra-high-net worth families and family offices.

Crain’s Cleveland4,5

In 2022, Legacy ranked as the 4th largest investment advisor in Crain’s Cleveland’s List of Investment Advisors.
In 2021, Legacy ranked as the 3rd largest investment advisor in Crain’s Cleveland’s List of Investment Advisors.
(ranked by regulatory assets under local management)

Matt Shannon was recognized in the Crain’s Cleveland 2021 Notable Wealth Manager list.

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.

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