Welcome to the E-Learning Platform of Legacy Wealth Management and Big Life Financial

Justin Martin, MBA

CEO & Managing Partner

Justin Maxwell

Wealth Advisor

CNL Content

Video Block
Double-click here to add a video by URL or embed code. Learn more

What is the Endowment Model?

Hear from a few of our clients…

“I have been very appreciative of the amount of diversity Legacy Wealth can bring in different approaches. Legacy Wealth allows me to focus on my family and play golf instead of worrying so much about where to put different aspects of the money. They take the trouble out of investing for me and just point me in good directions. They are a great partner.”
— Mike Ramsey

Why Legacy Wealth

Hear from CEO about why we do what we do…