Wealth Legacy Institute, Inc.
Denver, Colorado
Wealth Legacy Institute, Inc., a small investment advisory firm based out of Denver, CO, is dedicated to helping individuals and families create a lasting financial legacy. With over 70 individual clients and an impressive $174,838,000 in assets under management, they possess the expertise to navigate the complex world of investment strategies.
While specializing in high net worth individuals, Wealth Legacy Institute, Inc. prides itself on providing tailored solutions to meet the unique needs of each client. With 100% of the assets they manage being discretionary, clients trust them to make informed decisions on their behalf.
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Assets Under Mgmt
$174.84M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
Other: CONSULTING SERVICES
Articles
Articles
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