JM

Justin Martin

CEO | Wealth Advisor | Business Consultant

Legacy Wealth Management

Salt Lake City, Utah


Contact Information

Email
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Company Information

Company
Legacy Wealth Management
Industry
investment management
Employees
45.0
Seniority
C suite
Annual Revenue
3000000.0

Technologies

NSOne Outlook Squarespace ECommerce Mobile Friendly YouTube Circle

Keywords

wealth management financial strategies investment advisor tax-smart investing insurance solutions investment strategies fiduciary services alternative investments managed money portfolio management retirement planning financial freedom risk-adjusted returns structured notes passive income family office tax planning cash flow stabilization diversification market opportunities financial stewardship life insurance legacy planning long-term growth client partnership asset management generational impact financial guidance investment opportunities high net worth financial advisors independent advisor trust services education funding business growth financial objectives asset protection portfolio diversification investment performance financial legacy market risk reduction customized strategies retirement income investment portfolios client satisfaction financial solutions endowment model successor planning investment growth investment management financial services

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