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Legacy Wealth Planning
Legacy Wealth Planning: Trusted, no-pressure financial guidance for lasting wealth in Reno.
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Business
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Legacy Wealth Planning: Trusted, no-pressure financial guidance for lasting wealth in Reno.
Legacy Wealth Planning is a Reno-based finance and consulting firm at 10599 Double R Blvd, Reno, NV 89521. Clients praise Wendy Hammond for knowledge, kindness, promptness, and trust, with years of partnership and confidence investing. Bodie Monroe is noted for expertise; reviews describe a no-pressure team with integrity and guidance on estate, tax, and budgeting matters.
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Personalized strategies for budgeting, retirement, and wealth accumulation tailored to your goals.
Comprehensive services to manage and protect your assets for future generations.
Expert advice on tax-efficient investing and planning to minimize liabilities.
Professional guidance on portfolio diversification and investment options.
Customized plans to ensure a secure and comfortable retirement.
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Overall rating
Jilladay Patheal
Amazing, intelligent, personal service
Marta Bluth
Wendy has always had my best interest at heart. She is sincere, knowledgeable, and calls back exactly when she says she will. I’m very happy with her services and would recommend her to anyone I know.
Chris Benden
My advisor Wendy has been knowledgeable, kind, prompt, and professional. Information I receive from LWP has been useful and I feel comfortable having my money invested through them.
Mike Vogler
I’ve been with my financial advisor, Wendy Hammond, for 17 years now! She is absolutely fantastic from the basics of helping with financial planning to all aspects in various estate, tax and budgeting matters. Her partner, Bodie Monroe, is extremely knowledgeable, and I cannot highly recommend the two of them enough!
Daniel Moroney
Hometown heros are hard to find. This group is about as professionally responsible as you can get. They are a no pressure type of outfit and are happy when they have made you happy. I have several accounts with the CFP Phil Mahoney and can not stress the level of integrity and thoughtfulness he has shown my wife and I over the years. Well done.
