Legacy Wealth Management

Legacy Wealth Management, LLC

Registered Investment Advisor

Provides investment advisory services to private wealth, institutions, trusts, and retirement/benefit plans
Provides superior tailored client communications
Founded in 2003 & located in Milwaukee, WI
Utilizes Charles Schwab Institutional as our custodian

Risk-Based Momentum Strategies

Designed to Perform in all Market Environments

Our number one goal is to preserve our clients' assets
We are not buy and hold investors but rather allocate amongst asset classes given the current market risk environment
We prefer low cost ETF vehicles to invest across asset classes
Our goal is to deliver our clients a positive return in all market environments