New Client Account
Step 1
Fill out your client profile here. This ensures we have accurate information and will save you time as you open accounts and begin to engage with us.
Step 2
Set up and fund your account to be managed at Legacy and held at Schwab. We’ll work together to make sure you have exposure to the appropriate investments to achieve your desired results.
Let’s See if We’re the Right Fit
Our first meeting is more of a friendly conversation than a formal consultation. It’s a chance for us to get acquainted and for you to share a bit about yourself. And we promise….we won’t use confusing financial jargon.