Welcome to Legacy Wealth Management

CONNECT

Address:

923 W. 1st North Street
Morristown, TN 37814

Phone:

(423) 317-7001

Fax/Other:

(423) 581-0107

Our Typical Client

Our Typical Client 

Our typical client is age 45-75. Many are owners of small businesses. Long- time employees and managers of various local businesses comprise a large part of our client base. We also serve medical professionals as well as the needs of retirees.  

Our clients are not the wealthiest in the community. However, they generally have considerable assets with diverse planning needs. We are the choice advisor, for the “Main Street Affluent” or those with a typical household net worth of $500,000 to 3 million. Our clients highly value a relationship with a trusted advisor rather than maintaining accounts with many different advisors.  
 
Additionally, our clients appreciate an advisor who will shoot straight and take a consultative approach over the flashy advisor who may be out to make a quick sale.