Welcome to Legacy Wealth Management

CONNECT

Address:

923 W. 1st North Street
Morristown, TN 37814

Phone:

(423) 317-7001

Fax/Other:

(423) 581-0107

Products & Services

Products & Services  

 

 

 

We provide assistance in the following areas:  

 

 
Investments offered through ProEquities, member SIPC 

  • Bonds  

  • Common Stock  

  • Brokerage Accounts  

  • Government Securities  

  • Roth IRA  

  • SEP IRA  

  • Simple IRA  

  • Traditional IRA  

  • Variable Annuities  

  • 401Ks  

  • Mutual Funds 

  • Profit Sharing Plans 

 

Financial Planning offered through Legacy Wealth Managment 

  • Retirement Planning  

  • 401(k) Planning  

  • College Planning  

  • Money Management  

  • Retirement and Income Planning 

  • Wealth Transfer 

  • Estate Planning  

  • Social Security Planning 

 

Insurance Offered through Legacy Wealth Managment  

  • Disability Income  

  • Life Insurance  

  • Long Term Care  

  • Business Key Man 

  • Employee Benefits 

  • Business Succession Planning 

 

 

Fee-based Advisory Investment Accounts offered through WMG Financial Advisors, LLC., a Registered Investment Advisor based in Knoxville, TN 

Let Us Help You Master Your Money  

Anyone who has taken a thorough look at the major areas of his or her financial life, (such as insurance, tax management, estate planning, and capital accumulation),needs to carefully plan in order to ensure that all of the pieces are working together to produce the most favorable results. Our Firm can help you reach those results with an in-depth evaluation of your financial profile. This includes an assessment of every aspect of your financial life and provides you with detailed, interactive recommendations.