Asset Management

Legacy Wealth Management
Talk to us: (208) 955-8230Find Your Advisor

Investment Success Requires Time,
Not Timing.

This is why Legacy Wealth Management thinks long-term in our investment strategies, and isn’t distracted by passing fluctuations or fads in portfolio management.

Aligned To Your Goals; Customized For Your Needs.

Time spent with each client allows us to understand their specific investment circumstances and objectives, along with their tolerance for risk. Based on this information, we create a detailed investment plan which is (1) based on their specific long-term goals and (2) is sufficiently flexible to adapt to changing life events and capital market conditions.

The result: portfolios are highly customized and specifically aligned with the needs of each client, balancing risks vs. performance, debt vs. equity, domestic vs. international, growth vs. safety and more.

 

How do we ensure our recommended investment strategies are sound?

Our team expends the necessary efforts, during due diligence, to continually strive to uncover every possible detail of clients’ potential investments. We travel to their locations, look the portfolio managers in the eye, utilize several 3rd party due diligence agencies, and network with other due diligence officers. Generally this process takes several months as we evaluate past performance, the financials, and have discussions with multiple department heads. Other than for a few exceptions, at least one of our advisors has their money invested alongside yours. We dig deeper than is expected of us.
Not everybody does what we do.

Frequently Asked Questions

What types of clients does legacy wealth management work with?

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Is there a minimum account size for asset management?

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What is legacy wealth management's investment philosophy?

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How is legacy wealth management compensated for their services?

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I still have more questions...

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My interactions with both Acen and Brian have been incredibly helpful and insightful. Having all of my resources with one firm is so much easier to manage then being with multiple sources. I also love that because all my services are together I know that my entire portfolio is working cohesively and to my financial benefit.

Emily

5-Star Google Review

We are nothing short of amazed and grateful- from the staff, to the prompt replies, as well as thorough communication. But most of all the huge success in our personal lives and business. Without your services, we would not be anywhere near where we want to be with our life goals. 5 stars and my highest accolades and recommendation for Legacy Wealth Team! We truly appreciate you.
Tina

5-Star Google Review

The team at Legacy Wealth Management put a lot of care and attention into their clients. The amount of due diligence they perform on investment opportunities prior to approving them on their platform is second to none. I have always enjoyed working with the advisors and staff as well as their clients directly.
Pisoot Senethavilay

5-Star Google Review

Questions?

Call:

208-955-0500

Email:

legacy@legacywealthmg.com

Visit Us:

13965 W Chinden Blvd #100

Boise, ID 83713

 

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