Founded in 2020, Legion Private Wealth Management is an independent advisory firm built on the principle of providing unbiased, client-centric financial guidance. As a fiduciary, the company is legally and ethically bound to act in its clients' best interests. They specialize in comprehensive wealth management, which includes personalized financial planning, strategic investment management, risk management, and legacy planning, primarily for affluent clients. Their mission is to offer the sophisticated capabilities of a large institution with the personalized attention and focus of a boutique firm.

Founded in

United States