Wealth Management Legacy Planning Group

Wealth Management Legacy Planning Group is a financial planner in Albuquerque, NM, offering comprehensive financial planning, estate planning, tax planning, trust planning, investment management, and retirement planning. The firm serves individuals, families, and small business owners throughout Albuquerque and surrounding areas, providing personalized guidance tailored to long-term financial goals. With over 32 years of combined experience among its advisors, the firm emphasizes holistic financial strategies and has a strong focus on helping clients build and protect their legacy. It is known for supporting employees from institutions such as the University of New Mexico, New Mexico State University, Texas Tech University, and the University of Texas at El Paso with retirement and investment planning. The firm maintains a 4.90 rating based on customer reviews.

The firm’s approach centers on integrating retirement planning, investment management, tax planning, trust strategies, and estate planning into a single comprehensive financial strategy. Its advisors are registered representatives of Legacy Planning Financial Group and are committed to delivering customized solutions rooted in client needs. The team includes Angelo Burns, a senior financial advisor with expertise in retirement planning and wealth management; Melinda Martinez, who manages client service and operations; and Larisa Holiday, a financial advisor specializing in tax planning and client education.

The office is located at 6301 Indian School Rd NE, Suite 670, in Albuquerque, NM. It sits just a short distance from the Coronado Freeway, approximately 0.2 miles away, and is within a quarter-mile of the ABQRide Uptown Transit Center, Tom Bolack Urban Forest, Beverly Park, and All on Target sports center. The Coronado Mall is also within a 0.4-mile radius.

Wealth Management Legacy Planning Group is recognized for its deep community roots and long-standing service to residents of Albuquerque, particularly in supporting local professionals and institutions. The firm is committed to guiding clients through every stage of their financial journey, from retirement preparation to legacy planning. Its reputation for personalized, experienced financial guidance reflects its standing as a trusted partner in the region.

Services:

• Comprehensive Financial Planning
• Estate Planning
• Investment Management
• Tax Planning
• Trust Planning