Broker Check

10735 Kenai Spur Highway
Suite 3
Kenai, AK 99611

Legacy Wealth Management

Roy A. Wells
CFP® CRPC®

Mark Griffin
CFP® CRPC®

(907) 283-5646

 

Legacy Wealth Management

(907) 283-5646
mark@lwminvestments.com

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where Legacy Wealth Management comes in.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—we have the tools and background to provide the services that may fit your needs.