We're here to help!

Legacy Wealth Management is a full service investment management and financial advisory services firm. We help people invest and manage their portfolios. If you have questions or concerns about your investments or your retirement and you wonder if they're on the right track -- well, you've come to the right place. Please feel free to look around our website and give us a call, here in Fargo, at 365.8083 or contact us via email. We look forward to talking with you!

701.365.8083

401(k) Questions?

Your 401(k) and other retirement accounts are important to you NOW and IN THE FUTURE when you retire. Proper care and supervision of these accounts may make the difference of hundreds of thousands of dollars over your lifetime. Have 401(k) questions?

Tune into

"Investment Talk"

every Sunday morning from 8:30am to 9:30am

on KFGO 790 AM in Fargo & KFYR 550 AM in Bismarck.

Learn about what's happening in the markets from our money experts! 

Tune into

"Investment Talk"

every Sunday morning from 8:30am to 9:30am

on KFGO 790 AM in Fargo & KFYR 550 AM in Bismarck.

Learn about what's happening in the markets from our money experts! 

Paul and our Legacy Team can also be heard: