Legacy Wealth Management Team
Legacy Wealth Management Team, based in Fargo and Bismarck, ND, provides comprehensive financial planning and investment management services tailored to meet the unique needs of individuals at every life stage. With over 30 years of collective experience, they prioritize their clients' interests and goals, ensuring a fiduciary approach to wealth management.
Offering services that include retirement planning, estate planning, and asset management, Legacy Wealth emphasizes a personalized strategy that aligns with each client's aspirations. Their commitment to a Main Street approach seeks to demystify investing and empower clients towards a secure financial future.
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