NetworkยทFamily Office

Legacy Wealth Management INC

Unclaimed

๐Ÿ“ MEMPHIS, TN

Family Office
www.legacywealth.com โ†—

SEC CRD #801-18073

About

Legacy Wealth Management is a fiduciary fee-only financial planning and wealth management firm based in Memphis, TN that specializes in estate planning, tax, insurance, and investment advisory services, with particular expertise serving FedEx pilots.

Key Contact

CA

CATHY A SIMMONS

CHIEF COMPLIANCE OFFICER

๐Ÿ“ž (901) 758-9006

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Geographic Focus

memphistennesseeUSA
โ„น

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AUM

$2.7B

Location

MEMPHIS, TN

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