Listed In: Financial Planning
At Legatus Wealth, we maintain a fiduciary relationship with our clients. Acting in the best interest of our clients is our foremost responsibility and privilege. We sought out several well known & high level credentials while choosing to be independent brokers and agents in order to fulfill our… At Legatus Wealth, we maintain a fiduciary relationship with our clients. Acting in the best interest of our clients is our foremost responsibility and privilege. We sought out several well known & high level credentials while choosing to be independent brokers and agents in order to fulfill our duty and honor as your advisors. Many of our designations obligate us to engage in many hours of continuing education courses in order to stay current on laws and trends within the wealth management industry. Part of these requirements also involve transparency in all dealings with clients. Fiduciary duty is thought to be the most revered and powerful aspect of the financial industry. We cannot imagine conducting our firm any other way. Read more
Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Services
Personal Financial Planning, Investment Management, Business Management, Tax Planning Services, Retirement Planning and Sustainable Income Strategies, Life, Long-Term Care, and Disability, Estate Planning, Social Security and Medicare Analysis
