LegacyTexas Wealth

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LegacyTexas Wealth › Financial Advisory Services › Corporate Retirement Plans

Corporate Retirement Plans

Independent investment advice specifically designed for employer sponsored retirement plans.

Windmill At LegacyTexas Wealth Advisors we offer a true open architecture investment platform for your defined contribution or defined benefit retirement plan. We also provide fully transparent fee disclosure to help simplify your company's annual regulatory filing requirements.

What sets us apart from other advisors is the fact that we will share the fiduciary burden as your investment specialists. We can help you establish an investment policy statement and implement a systematic process for screening and monitoring investment compliance with the policy.

As an investment fiduciary, we will also implement an ongoing education program for plan participants.

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.