LegacyTexas Wealth

Creating your legacy.

Our expert team of wealth advisors combines sound planning and an unwavering focus on your specific needs to help manage, grow and protect your assets.

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Wealth Advisors

972.461.1525 - Office

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LegacyTexas Wealth Advisors

Financial Advice With You In Mind

Your definition of wealth is unique and so are your financial goals. You deserve financial advice that is custom tailored specifically for you. At LegacyTexas Wealth Advisors our financial consultants help families and organizations manage their financial resources and realize their unique visions. We focus on giving personalized attention and providing customized financial advice that addresses each area of your financial landscape.

Discover the Difference of an Objective, Independent Financial Consultant

If you need assistance developing an investment strategy or could benefit from a well designed financial plan, we invite you to discover the difference in working with an independent financial consultant who offers advice with you in mind.

LegacyTexas Wealth Advisors, LLC ("LTWA") is a Securities Exchange Commission (SEC) registered investment adviser located in Plano, TX. LTWA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers. The publication of LTWA's web site on the Internet should not be construed by any consumer and/or prospective client as LTWA's solicitation to affect, or attempt to affect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, the information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from LTWA. Any subsequent, direct communication by LTWA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of LTWA, please contact the United States Securities and Exchange Commission on their web site at http://www.adviserinfo.sec.gov/. A copy of LTWA's current written disclosure statement discussing LTWA's business operations, services, and fees is available from LTWA upon written request. LTWA does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to LTWA's web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.