Legacy Wealth Management (Mount Pleasant, SC) Email Format

Investment ManagementSouth Carolina, United States0-1 Employees

Legacy Wealth Management is an investment management firm based in Mount Pleasant, South Carolina. The operation appears to be very small, with a staff described as experienced professionals who take a hands-on approach to financial guidance. The firm aims to help clients achieve financial stability and pursue financial independence by applying its knowledge and resources with integrity in all interactions. The firm emphasizes independent, sound advice and a portfolio strategy tailored to each client’s situation, supported by a disciplined, systematic process. Regular communications and a proactive partnership are presented as core elements of its service. The description notes a relationship with Maryland Financial Group, Inc., indicating a collaborative framework for delivering these services.

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