How does the advisor help clients – Key Takeaways:
AZ LEGACY WEALTH LLC is a financial advisory firm that offers a range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they provide personalized solutions to each client’s unique financial situation.
- They offer a comprehensive suite of financial services including investment management, retirement planning, estate planning, tax planning, and risk management.
- Their approach is focused on long-term strategies that prioritize their clients’ goals and risk tolerance.
- AZ LEGACY WEALTH LLC provides transparent and unbiased advice, acting as a fiduciary for their clients.
Facts and Insights
AZ LEGACY WEALTH LLC was founded in 2005 and has been in business for over 15 years. The firm is based in Phoenix, Arizona and serves clients in the surrounding areas.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15+ years |
Financial Services Offered
AZ LEGACY WEALTH LLC offers a variety of financial services to help clients reach their financial goals. These include:
- Investment management: creating and managing investment portfolios tailored to each client’s risk tolerance and goals.
- Retirement planning: developing personalized strategies to help clients achieve a comfortable retirement.
- Estate planning: assisting clients in creating an estate plan to protect and distribute their assets according to their wishes.
- Tax planning: helping clients optimize their tax strategies to minimize their tax burden and maximize their savings.
- Risk management: identifying and managing potential risks to protect clients’ assets and financial security.
Client Types
AZ LEGACY WEALTH LLC serves a diverse range of clients, including:
- Individuals and families: helping individuals and families build and preserve their wealth for future generations.
- Business owners: providing guidance to business owners on financial planning and investment strategies.
- Retirees: assisting retirees in managing their assets and planning for a comfortable retirement.
Fees & Compensation
AZ LEGACY WEALTH LLC charges a fee for their services, either based on a percentage of assets under management or a fixed fee for financial planning services. Their fees are competitive and transparent, with no hidden costs or commissions.
Background
The team at AZ LEGACY WEALTH LLC is made up of experienced and highly qualified financial advisors. They hold various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
AZ LEGACY WEALTH LLC has a clean record with no disciplinary actions taken against them. They prioritize transparency and ethical practices in their interactions with clients.