Legacy Wealth Management Group

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Legacy Wealth Management Group — overview

Assets Under Management

Type

Wealth Manager

Location

Lynchburg, VA, US

Alternative Asset Classes

-

About

Legacy Wealth Management Group is a US-based wealth manager and registered investment advisor. It provides investment advisory services to its clients on a discretionary basis. Its services include financial planning, insurance, trust and estate. The firm advises individuals and high-net-worth individuals.

Legacy Wealth Management Group - known decision makers (6)

Contact NamePositionLocationEmailTelephoneAsset Class
Chief Operating OfficerLynchburg, USGEN
Client Relationship ManangerLynchburg, USGEN
Partner,Investment AdvisorLynchburg, USGEN
Portfolio Manager and Investment AnalystLynchburg, USGEN
Senior Partner & Investment AdvisorLynchburg, USGEN

Showing 5 of 6 known decision makers Legacy Wealth Management Group

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