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Legado Wealth Management
Legado Wealth Management LLC is an independent financial services firm offering financial planning, investment advice, retirement planning, education...
Overview
Legado Wealth Management LLC is an independent financial services firm offering financial planning, investment advice, retirement planning, education funding, and estate planning. The firm provides unbiased recommendations and impartial guidance based on clients' needs and goals, with experience helping clients prepare for the unknown and meet their financial goals.
General information
Firm type
Bank / Wealth / Trust
Year founded
2005
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Meredith Moore
Founder & CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Legado Wealth Management?
Founder and CEO Meredith Moore leads the firm's investment and advisory decisions. She built the practice after an earlier career structuring portfolios for high-net-worth clients at established financial institutions. Legado operates as a boutique, so portfolio construction and client strategy are not delegated to a separate CIO layer.
How is Legado Wealth Management structured?
Legado operates as an independent registered investment advisor (RIA) based in New York. It is not part of a bank, trust company, or multi-family-office platform, and it has not disclosed plans to roll up into a larger aggregator — a structure that supports its fiduciary-only stance.
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