Advice your way

For the life you have, and the one you want.

Legacy Wealth Management is a fully integrated financial planning and investment boutique, specializing in Total Wealthcare (TM).
At Legacy Wealth Management & IPC Securities Corporation, we make a commitment to the families, businesses, and individuals we partner with. Our focus is to provide strategies and solutions that are integral to your financial peace of mind, now and in the future.


 

Because you want to grow more than your portfolio

When you want answers you start online. The world of apps and bots, data and algorithms. But for all the stats and fast facts, you won't find the answers to life's big questions. That comes when you connect with real people.

HUMAN CENTERED ADVICE

Though our world has changed, and your values and priorities may have shifted, we believe now more than ever, the right advice has the power to transform the future for you and your family.

Our Difference

From market shifts to major life milestones, we will meet you where you are - in just the way you choose - and work with you to get where you want to go. That’s advice, your way.

Flexibility

Juggling schedules and trying to get family together in one place or getting financial advice for your wealth management questions shouldn’t be stressful. That’s why we’ll meet you on your terms, be it one-on-one online, in-person, or on a group video call with everyone in your family – unrestricted by regions and time zones.

Personalized Advice

Planning is personal. We provide different levels of service that you can choose from – so you get what’s most effective for you. We will help you find your preferred approach – whether you want to plan for a specific target goal, comprehensive wealth management advice, or anything in between.

Engage Relationships

Engaged Relationships

Communication is integral to how we work with you. We will review, adjust and adapt your plan based on your engagement preferences, and we’ll stay connected with you – through your channels of choice.

The Value of Advice

Advice can have a positive and significant impact on the growth of your financial assets.

VOA-0

0

No Advice

VOA-1

4 - 6

Years of advice

VOA-2

7 - 14

Years of advice

VOA-2

15 +

Years of advice

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E-BOOKHuman Dimension of Advice
Source: Cirano Report: Econometric Models on the Value of Advice of a Financial Advisor.

 

Dream More

No matter how you envision your financial future, Legacy Wealth Management can help you turn your dreams into reality. We don’t just help demystify the complex world of wealth management, we will help chart a course that is personalized to you and your family.

So, whatever your dream may be, we can help you live it.

Legacy Wealth Management Specializes In:

 

 

Financial Separation & Divorce Planning

 

Women & Wealth

 

Retirement Cash Flow Experts

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Top 10 Questions to Ask Yourself

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Our Team

Your Experienced Professionals

Wealth Advisor

Melanie D. Twietmeyer, R.F.P., CFDS

Investment Advisor

Kevin Meckelborg, CIM®, FCSI®

Insights

For advice that makes a difference

26 May, 2022

Market Headwinds Ahead

Twelve months ago, the narrative was that we were heading into another “Roaring 1920s”, with the global economy set to see years of high growth as it emerged from th

Stock Price Volatility Reflects Opinions, Not Facts

19 May, 2022

Stock Price Volatility Reflects Opinions, Not Facts

We’ve been on a market rollercoaster ride recently, witnessing some of the biggest swings in more than two years. I call this the “Inflation Phantom” rollercoaster.

Another Volatile Quarter

21 April, 2022

Another Volatile Quarter

In his Q1 market update, Wayne Gillespie offers his perspectives on a volatile quarter where inflation and concerns over Ukraine are influencing global markets.

 
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