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Legacy Wealth Management LLC
Sichere Altersvorsorge begleiten mit vertrauenswürdiger, individueller Vermögensplanung.
4.2
Business
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Sichere Altersvorsorge begleiten mit vertrauenswürdiger, individueller Vermögensplanung.
Legacy Wealth Management LLC unterstützt Kunden in Boise dabei, die Ruhestandsplanung mit klarer Kommunikation und schneller Unterstützung zu meistern. Das Team legt Wert auf eine gründliche Bedarfsermittlung, um Investitionen mit persönlichen Zielen, Werten und Leidenschaften in Einklang zu bringen, und bietet Portfoliotracking-Tools für eine einfache Leistungsübersicht. Sie sind bekannt für Vertrauen, Ehrlichkeit und durchdachten, persönlichen Service; ihr Ziel ist es, Familien dabei zu helfen, bleibende Vermächnisse zu schaffen.
Keine Fotos verfügbar
Personalisierte Strategien, um Ihre finanzielle Zukunft zu sichern und einen angenehmen Ruhestand zu gewährleisten.
Experten-Portfoliomanagement mit Fokus auf steuerliche Einsparungen und langfristiges Wachstum, einschließlich alternativer Anlagen.
Unterstützung beim Aufbau und Erhalt von Vermögen, um Ihrer Familie ein bleibendes Vermächtnis zu sichern.
Gemeinsam entwickelte steueroptimierte Strategien, integriert in die Anlagestrategie, für optimale finanzielle Ergebnisse.
Umfassende Beratungsgespräche, um Investitionen mit Ihren Zielen, Werten und Leidenschaften in Einklang zu bringen.
Gesamtbewertung
Holly Nielsen
I've been working with Shawn Wheeler at Legacy Wealth Management for several months and I appreciate their trust and honesty. Their expertise and clear communication make every meeting feel productive, and they are always responsive to my questions. I feel confident in my retirement planning and look forward to continuing our relationship with this great financial advisor team. As an added bonus, Shawn remembers little details & asks about them that we've discussed previously about things non-financial making the experience even more personal.
Cornelius Incorporated
We would never work with them again. We invested a big chunk of money with these guys in a timeframe when the market was growing in leaps and bounds, yet they somehow managed to lose a huge percentage of the money we had invested through them despite the incredibly well-performing markets.
Kimberly Roberto
Legacy Wealth Management has consistently exceeded my expectations. They are extremely communicative and have tracking tools that make accessing portfolio performance easily accessible. They spend a lot of time in discovery to find out each individuals goals, values and passions so that all investments fully align. They truly seek to help families leave a lasting legacy. I highly recommend them.
Anthony White
Awesome group! I’ve been with them for two years and they’ve never steered me wrong. Joseph Fisher is very knowledgeable.
Steven Gabrielsen
As a CPA, having a trusted advisor that you can send clients too is a MUST! I have worked with Lincoln West for many years now and have never received a negative review from a single client that we have sent to him. Not only that, but my clients often praise me for connecting them with Lincoln due to their amazing experience in working with him. Lincoln has a ton of knowledge about alternative investments that we utilize for tax savings and longterm growth. Lincoln has become a key part of our tax planning process for our clients and I highly recommend him and Legacy Wealth!
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