Legacy Advisors LLC

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6465 Wayzata Blvd Ste 304
Minneapolis, MN 55426
+1 (952) 746-1575
https://legacyadvice.com

Legacy Advisors LLC is a Minneapolis-based wealth management firm that specializes in providing comprehensive planning services to highly successful families. With over forty years of experience, their team of skilled professionals helps clients navigate complex financial issues, including lifetime planning, investment planning, estate planning, continuity planning, philanthropic planning, and retirement plan services. Legacy Advisors is committed to creating customized strategies that align with their clients' values and goals, ensuring a lasting legacy for generations to come.

By combining expertise in financial planning and investment management, Legacy Advisors offers a unique approach to designing tax-efficient investment solutions across multiple complex structures. They understand that wealth management goes beyond financial goals, focusing on the character and values that define their clients' identity. With a commitment to integrity and a dedication to empowering their clients, Legacy Advisors is a trusted partner in helping families achieve financial wellness and create a meaningful legacy.

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United States›Minnesota›Minneapolis›Legacy Advisors LLC

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