Legacy Wealth Advisors

Legacy Wealth Advisors Legacy Wealth Advisors provides comprehensive wealth management for a select group of individuals

At Legacy Wealth Advisors, we provide comprehensive wealth management for a select group of individuals who are at a critical point in their financial lives: the distribution phase. For years, you have worked hard and focused intensely on accumulating enough assets to reach the top of the mountain, Retirement. You are now shifting your focus from accumulation to distribution. As you begin the dist

ribution phase, you will face uniquely and potentially devastating risks that could impact your plan for life. Like climbing a mountain, 80% of accidents occur on the way down due to lack of preparation. Distribution planning requires a specialist who understands how to maximize retirement income while minimizing risk and taxes. Our comprehensive approach, encompassing the “four pillars” of wealth management is designed to help you enjoy your retirement years without the fear of outliving your money. All third-party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice. Securities offered through First Allied Securities, Inc., member FINRA (www.finra.org)/SIPC (www.sipc.org). Advisory services offered through First Allied Advisory Services, Inc., a registered investment advisor.

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Planning for the future means more than just numbers—it means making thoughtful decisions for the people who matter most...
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Planning for the future means more than just numbers—it means making thoughtful decisions for the people who matter most.
This quick guide walks through key steps to help you stay organized, intentional, and prepared.
Swipe through to learn more. 👉

Address

Town And Country, MO

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 3pm

Telephone

(314) 641-1010

Website

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