Meaningful Advice.
Innovative Solutions.
Endless Possibilities.
LEGEND brings meaning to the map of financial advice. With decades of experience advising business owners and high-net-worth families, we know how to navigate the diverse terrain of private wealth management.
The Map is Not the Terrain.
Traditional financial advice implies a one-dimensional, linear path from today to tomorrow filled with simplistic assumptions. At Legend, we help our clients see the wide terrain and plot their way as life changes and expands. We recognize that managing wealth is about an exploration of expansive possibilities, requiring meaningful advice from experience, innovation and optionality.
We advise from real life experience.
We prioritize outcomes and options.
We plan for today and tomorrow.
We Work with Your Goals.
You have lots of places you want to go. And you need a partner who has been down this road before. Our experience combined with our understanding of how plans change help you make meaningful decisions about enjoying today and providing a legacy for tomorrow.
Modern Technology Powered by Real-World Advice.
The Meridian Asset Positioning System (MAPS) is our proprietary process of managing Legend Managed Portfolios. MAPS observes the market every day for productivity and forces all the investments within our portfolios to compete for position. By not accepting the status quo of “set it and forget it,” we work to ensure our portfolios are real-time aligned to the expanding goals and priorities our clients bring to the table.
