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Legacy Wealth Management LLC
Accompagner des retraites sécurisées grâce à une planification patrimoniale personnalisée et de confiance.
4.2
Business
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Accompagner des retraites sécurisées grâce à une planification patrimoniale personnalisée et de confiance.
Legacy Wealth Management LLC aide les clients de Boise à naviguer dans la planification de la retraite grâce à une communication claire et un soutien réactif. L'équipe met l'accent sur la découverte afin d'aligner les investissements sur les objectifs personnels, les valeurs et les passions, et propose des outils de suivi de portefeuille pour un aperçu facile des performances. Connue pour sa fiabilité, son honnêteté et un service réfléchi et personnalisé, elle vise à aider les familles à construire des héritages durables.
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Stratégies personnalisées pour sécuriser votre avenir financier et assurer une retraite confortable.
Gestion experte de portefeuille axée sur les économies d'impôt et la croissance à long terme, y compris les investissements alternatifs.
Conseils pour constituer et préserver votre patrimoine afin de laisser un héritage durable à votre famille.
Des stratégies fiscales collaboratives et efficaces intégrées à la planification des investissements pour des résultats financiers optimaux.
Séances de découverte approfondies pour aligner vos investissements avec vos objectifs, vos valeurs et vos passions.
Note globale
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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