Financial Advisors
· Boise, ID
Published in partnership with Legacy Wealth Management LLC
Book online anytime
Legacy Wealth Management is an independent, fiduciary-regulated investment advisor in Boise serving clients who want to build wealth, protect assets, and create generational impact. The team specializes in comprehensive financial planning and investment management, with a focus on helping clients experience the freedom to live their legacy. As fiduciaries, they are legally and ethically bound to act in your best interests.
Best for: High-net-worth individuals, families seeking generational wealth planning, business owners, retirees focused on legacy building
Service area: Boise, ID and surrounding areas
Fiduciary Standard: Legally and ethically bound to act in clients' best interests, held to the highest standard in the financial industry.
Generational Wealth Focus: Specializes in helping clients create lasting family wealth and generational impact, not just individual financial goals.
Independent Advisor: Operates as an independent registered investment advisor with no conflicts of interest from proprietary products or commissions.
Book online: Book Online Now →
Phone: (208) 955-0500
Address: 13965 W Chinden Blvd #100, Boise, ID 83713 (Get directions)
Website: legacywealthmg.com