Wealth. Wisdom. Well-Being.
At Legacy Wealth Alliance, we understand how important your family’s financial future is to you.
Our team, as Lincoln Financial Securities-registered financial planners, will work with you to understand your financial goals, optimize your portfolio and help ensure you make smart financial decisions.
Legacy Wealth Alliance is committed to providing clients with the kind of measured, objective guidance that can help them to make smart investment and financial decisions that will build a legacy. Our financial planners will help you prepare for the inevitable swing of the market, while planning towards a secure financial future.
Legacy Wealth Alliance marries time-tested techniques with cutting-edge strategies to meld the old with the new, providing you with the experience you need to build a portfolio, which will help finance your family’s future after you are gone. A LFS-registered financial planner will work with you to evaluate your financial strengths and weaknesses to help you develop a financial-planning strategy geared to meeting your unique goals. Begin your journey towards wealth, wisdom and well-being TODAY!
To get more information or to schedule a consultation, please call Legacy Wealth Alliance at (480) 212-7000. Our office is located in Tempe, AZ.
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Share the benefits of having a Legacy Wealth Alliance financial specialist by your side. As a Legacy Wealth Alliance member you understand better than anyone—the real value of having a portfolio review and having our professionals customize a financial plan that’s right for you. When your friends join Legacy Wealth Alliance, they gain an ally who will keep them connected to opportunity and who will strive to financially protect their future. Click here to refer a friend today!