Team Advisors

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6465 Wayzata Blvd
Minneapolis, MN 55426
+1 (952) 546-1008
https://legacyadvice.com

Legacy Advisors, based in Minneapolis, MN, is dedicated to empowering highly successful families in achieving financial wellness through a comprehensive range of planning services, including lifetime, investment, estate, continuity, and philanthropic planning. With over forty years of experience, their team of skilled professionals focuses on creating customized strategies that align with clients' values and long-term objectives.

Understanding the unique challenges faced by affluent families, Legacy Advisors emphasizes the importance of integrating financial goals with personal character and values to help clients establish a lasting legacy. Their commitment to integrity and meticulous planning ensures that every aspect of a client’s financial affairs is thoughtfully addressed.

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