LegacyTexas Wealth

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Financial Advisory Services

Personal attention and comprehensive resources—just the combination you need in a financial advisor.

Sunset LegacyTexas Wealth Advisors integrates experience, service, technology and many other resources to create your powerful, customized wealth strategy.

Our Financial Planning services start with getting to know you and your unique needs. We then work to devise a comprehensive plan that is actionable with measurable, anticipated results. As your advocate we continually review and adjust your plan as your life changes or your financial needs shift.

The open architecture of our firm allows us to diversify portfolios across a broad range of Investments with the goal of achieving high risk-adjusted returns. We regularly include traditional investments such as equities and bonds in client portfolios, but we also add alternative assets for broader exposure and greater diversification.

Wealth Advisors

972.461.1525 - Office

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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.