Company Information

Get to know legacy strategies

Legacy Strategies, LLC is a financial services firm specializing in integrated wealth management and transfer strategies. The company focuses on a collaborative, team-based approach, working alongside clients' existing advisors to create and implement comprehensive plans for estate planning, business succession, retirement, and charitable giving. Their mission is to help clients manage, preserve, and transfer their wealth effectively to create a lasting legacy. While they offer access to investment and insurance products, their core business is the strategic planning and coordination of a client's complete financial picture.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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legacy strategies

United States

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.