Legacy Wealth Management

Legacy Wealth Management is a wealth management firm in Grosse Pointe Woods, Michigan, serving individuals, families, and business owners with comprehensive financial planning and investment management. The firm specializes in estate and legacy planning, family governance, charitable gifting, executive benefit reviews, and succession strategies, offering tailored solutions for affluent clients with complex financial needs. With a team of experienced professionals, including partners recognized by Barron’s and Forbes, the firm emphasizes a family office approach, integrating legal, tax, and estate planning services to ensure long-term wealth preservation and growth. Clients benefit from a centralized, coordinated strategy across multiple disciplines, with services extending to business advisory, risk management, and access to institutional-quality investment opportunities. The firm has been acknowledged for its excellence with multiple awards, including Barron’s Top 1,200 Financial Advisors and Forbes Best-In-State Wealth Management Teams.

Rooted in a legacy that traces back to the 1800s through Detroit’s early industrial history, Legacy Wealth Management was founded in 1998 by Thomas Buhl and Kenneth Fruehauf. The firm has evolved into a multi-office practice with locations in Grosse Pointe Woods, St. Clair Shores, Scottsdale, Denver, and Las Vegas, maintaining a culture built on experience, access, and trust. The team of 22 professionals, including certified financial planners and investment officers, works collaboratively to deliver personalized strategies that align with clients’ values and long-term goals. The firm’s approach emphasizes family engagement, education, and the creation of enduring legacies through coordinated planning and institutional-grade resources.

Located at 718 Notre Dame Street, the firm sits just a short distance from Maire Elementary School, about 0.1 miles away, and is within walking distance of Elworthy Field, a neighborhood park. The office is situated near Mack Avenue and is approximately 0.5 miles from both the Grosse Point Fire Station and the Grosse Point Police Station, placing it in a well-established residential area with strong community infrastructure.

Legacy Wealth Management stands out for its consistently accurate and detailed public information, ensuring clarity across digital platforms. Its website is structured to support search engine visibility, enabling clients and partners to easily access its services, team, and history. The firm’s digital presence reflects a strong, transparent foundation that supports trust and long-term client relationships.

In Grosse Pointe Woods, where legacy and community are deeply valued, Legacy Wealth Management’s focus on enduring financial stewardship aligns with the city’s tradition of family-centered stability and long-term planning.