Founded in 1998, Legacy Asset Management is a Houston-based wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm provides comprehensive, fee-only financial planning, investment management, and family office services primarily to high-net-worth individuals, families, and their related entities. Its mission is to serve as a trusted advisor, offering objective and personalized financial guidance to help clients build and preserve their wealth across generations.

Founded in

United States