LegacyTexas Wealth

LegacyTexas Wealth › Financial Advisory Services › Private Wealth Management

Private Wealth Management

Investment Management | Retirement Planning | Estate Planning | Insurance Risk Planning

Whether you need a cash flow analysis, are considering an early retirement, selling your business or need to send a child to college, we can help.

Sunset Horse Rider As your financial planning consultants, we serve as your advocates working to obtain answers for difficult financial decisions. As a part of the planning process we first get to know you and understand your unique needs. Then we start the development of your comprehensive strategy. Included in your analysis may be a review of the following:

Your personal and business investments
Your current retirement situation
The condition of your overall estate
Protecting your wealth from unforeseen risks
Education funding goals
Charitable gifting desires

We continually review and adjust your strategy as your life changes and your financial needs shift.

Wealth Advisors

972.461.1525 - Office

Stay Informed

Enter your email address to receive financial updates:

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.