Skip to main content
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]

Our Clients

What defines a Legacy Strategic Asset Management client?

Since 1987, Legacy Strategic Asset Management's process has been rooted in diversification and asset allocation and our long-term success is driven by the discipline to stick to our process. As a result, our clients include many of the most successful and respected institutions, corporations, individuals and families in Northeast Ohio and the Midwest, including:

  • Corporations
  • Defined Benefit Plans
  • Defined Contribution Plans
  • Family Offices
  • Foundations
  • Endowments
  • Healthcare Organizations
  • Higher Education
  • High-Net Worth Individuals & Families
  • Operating Funds/Cash Management/Working Capital
  • Private Education
  • Religious Organizations
  • Self-Insurance Trusts

How may we help you with your unique goals, expectations, concerns, and priorities?

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, MD, MI, MT, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, WA, WV). 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 and Insurance Products:

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.

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.

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX