Becoming a Client

Legacy is a trusted wealth manager servicing high net worth clients with invest-able assets ranging from $2 to $20 million. As part of our comprehensive set of wealth management services, we actively manage equity, fixed income, and alternative investments for our clients.

Each Legacy client enjoys personal service and a customized portfolio. To us, these are the keys to client satisfaction. And it all starts with our proven process for establishing a new client relationship.

We take time to understand each client — their personality, their needs, their goals. We don't try to fit them into a "standard" portfolio that's based more on our goals than on theirs. Each client situation is unique and their portfolio should be, too.

Throughout our new client process, we work closely with individuals to determine how we can assist in managing their wealth. Click on the stages in the diagram below to learn more about our proven process.

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View details for the entire process (PDF; 101K)