What will your legacy be?

Legacy Wealth Management provides the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals and dreams, we'll create an investment plan together to support them.

We believe your investment strategy should support and sustain your long-term financial future. Drawing on more than 175 years of collective team member experience, industry-leading investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes beyond simply aiming for returns and hoping for success. Here's what you can expect from us:

  • Time - to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Plan reviews to help ensure your investment mix continues to align with your strategic objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey
Put your future into focus today. Contact us to get started on a personalized investment plan.

2022 Forbes Best-In-State Wealth Advisor

We are excited to announce that Kenneth A. Fruehauf and Thomas C. Buhl have both received the Forbes 2022 Best-in-State Wealth Advisor award.


We are humbled to receive this accolade, which we believe represents an impressive list of professionals that come to work with one goal in their mind - helping their clients succeed.


The 2022 Forbes Best-in-State Wealth Advisor ranking algorithm is based on industry experience, interviews and compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. 


Working with Us

We’ll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life’s financial opportunities and turning points. Once we’ve helped you explore your goals, we’ll create an investment plan together to help support them.


What to Expect

We believe your investment strategy should support and sustain your long-term financial future. Drawing on industry-leading investment choices and research, we’ll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success. Here’s what you can expect from us:

  • Time – to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you’re on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

Of course, life often includes unexpected twists and turns. If your goals or financial needs change, simply let us know. We’ll talk through any necessary adjustments to your strategy.  

Put your future into focus today. Contact us to get started on a personalized investment plan.