Overview

Legacy Wealth Management of KY

Information by Research TrustFinance

https://www.legacywealthky.com/

Legacy Wealth Management of KY is an independent, family-owned financial services firm that operates on a fiduciary standard, meaning they are legally and ethically bound to act in their clients' best interests. The firm was founded by Rick G. Doughty and his daughters, Laura D. Stinson and Lisa D. Sappenfield, with a mission to build long-term relationships and help clients achieve their financial goals. They specialize in comprehensive financial planning, investment management, retirement planning, and estate planning, focusing on providing clarity and confidence for individuals and families navigating significant life events.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service