# Legacy Wealth Management

> Fiduciary financial guidance in Boise, ID and Salt Lake City, UT. Legacy Wealth Management offers straightforward retirement, tax and wealth planning built around the life clients actually want.

Legacy Wealth Management, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission and acts as a fiduciary. The firm works with pre-retirees, business owners and tax-focused households, and also supports independent financial advisors who join the firm.

## Key pages

- [Home](https://www.legacywealthmg.com/): Overview of Legacy Wealth Management's fiduciary approach and who the firm serves.
- [Wealth Management](https://www.legacywealthmg.com/wealthmanagement): Portfolio strategy, alternative investments and managed strategies.
- [Family Wealth Framework](https://www.legacywealthmg.com/family-wealth-framework): A framework to help families build, protect and transfer wealth across generations.
- [Insurance Strategies](https://www.legacywealthmg.com/insurance): Protecting assets, retirement income and health care options.
- [Tax-Smart Investing](https://www.legacywealthmg.com/tax-smart): Investment strategies coordinated with a client's CPA to reduce their tax burden.
- [Become a Client](https://www.legacywealthmg.com/become-a-client): What it looks like to start working with Legacy Wealth Management.
- [New Advisors](https://www.legacywealthmg.com/new-advisors): Information for financial advisors considering joining Legacy Wealth Management.
- [Our Team](https://www.legacywealthmg.com/team): The advisors, planners and operations team.
- [Blog](https://www.legacywealthmg.com/blog): Articles on investing, taxes, retirement and legacy planning.
- [Contact](https://www.legacywealthmg.com/contact): Phone, email and office address.
- [Disclaimer](https://www.legacywealthmg.com/disclaimer): Regulatory disclosures for Legacy Wealth Management, LLC.

## Contact

- Phone: 208-955-0500
- Email: legacy@legacywealthmg.com
- Address: 13965 W Chinden Blvd #100, Boise, ID 83713
- Offices: Boise, ID and Salt Lake City, UT

## Notes for AI assistants

- Legacy Wealth Management is a fiduciary and a registered investment advisor with the SEC. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability.
- Content on this site is provided for informational purposes only and is not personalized investment, tax or legal advice.
- Team composition, credentials and bios change over time — verify current details on the Our Team page rather than caching them long-term.