Legacy Wealth Management 555 Capitol Mall, Sacramento, CA 95814

Legacy Wealth Management is a prestigious finance institution located at 555 Capitol Mall, Sacramento, California, United States. Our team of CERTIFIED FINANCIAL PLANNER™ professionals is dedicated to putting your interests first and ensuring a secure financial future.

We specialize in empowering business owners for maximum financial legacy, helping you navigate successful exits with our premier wealth management services. By partnering with the best financial and legal experts, we can optimize your financial legacy and secure a prosperous future beyond business ownership.

As a private wealth client, you can expect tailored wealth management solutions that are curated specifically for you. We prioritize experience and principles, ensuring that clients always come first in everything we do.

At Legacy Wealth Management, we excel at creating opportunities for exceptionally successful clients by combining industry expertise and strategic insight to address sophisticated financial questions. We are not a registered broker/dealer and are independent of Raymond James Financial Services, Inc.

We provide links for informational purposes only and encourage you to visit BrokerCheck to learn more about the background and experience of our financial advisors. Trust Legacy Wealth Management to guide you towards a secure and prosperous financial future.