Everyone has the right to wealth. How to get there is another story. We provide guidance to you to meet your goals and needs as a fiduciary and with your best interest at heart. We provide a fee-based service. We ask the questions, and we do our best to seek answers to your questions. We want you to achieve your goals of wealth to live a comfortable life without fear and sleepless nights. You will have a foundation that will be built to preserve your wealth and earn a comfortable income within your means.
Join us to achieve your quest to meet your goals with an investment strategy that you understand. As a fiduciary, we will do our best to make that happen for you, while keeping it simple.
We look forward to working with you as a team member along with your attorney and accountant. We ask for your appointment and get you on the path to gaining wealth. Everyone deserves that opportunity.
Legacy Portfolio Advisors, LLC will be merging with Holdfast Wealth Management, LLC during the course of 2023.
Legacy Portfolio Advisors, LLC.7000 N. MoPac Expressway Suite 200, Austin, Texas 78731
512-514-6644 Office | jmikus@LegacyPortfolioAdvisors.com