About
Legacy Wealth Management is an independent wealth management, investment management, and financial advisory services firm headquartered in Fargo, North Dakota. Several of our staff began their involvement with investments in the 1980's and our Financial Advisors were originally trained at two large Wall Street firms.
Our approach today, however, is much more MAIN STREET and much less WALL STREET. We have lived in the Fargo-Moorhead, Red River Valley area most of our lives. We're active in community organizations, charities, educational groups, and we feel like we are a part of this community.
When you come in to meet with us, we take the time to get to know you... really get to know you because we believe a major part of our purpose is to build a strong relationship with each of our clients.
We also believe strongly in creating a very positive experience for each of our clients. We have dedicated client service associates who will be the first to greet you when you come to our office. In the winter, our fireplace is always on and all year long we'll always offer a hot cup of delicious coffee or other beverage and some warm, friendly conversation when you come in. To us, you're not just another number: you're a person whom we can help.
