Offering an Alternative
Asset Allocation
Approach
 
Legacy Wealth Management, LLC
Registered Investment Advisor

  • Provides investment advisory services to private wealth, institutions, trusts, and retirement/benefit plans
  • Provides superior tailored client communications
  • Founded in 2003 & located in Milwaukee, WI
  • Utilizes Charles Schwab Institutional as our custodian
Risk-Based Momentum Strategies
Designed to Perform in all Market Environments

  • Our number one goal is to preserve our clients' assets
  • We are not buy and hold investors but rather allocate amongst asset classes given the current market risk environment
  • We prefer low cost ETF vehicles to invest across asset classes
  • Our goal is┬áto deliver our clients a positive return in all market environments