Legacy Wealth Management

Legacy Wealth Management is a financial planner in Memphis, Tennessee, specializing in investment advisory services for individuals with long-term financial goals such as retirement planning and funding higher education. The firm serves clients across the Memphis area, with a particular focus on FedEx pilots, offering tailored financial planning, estate law guidance, tax strategy, insurance review, and investment management. As a fiduciary fee-only firm, Legacy provides unbiased advice based solely on client needs, ensuring decisions are made in their best interest. The firm maintains a 4.20 rating based on client feedback.

Legacy Wealth Management was founded in 1982 by John Ueleke with the mission of delivering objective, fee-only financial advice free from product sales pressure. The firm operates under a client-first philosophy, emphasizing honesty, integrity, and compassion. Its team includes multiple Certified Financial Planning (CFP®) professionals who work collaboratively to manage portfolios, develop financial plans, and monitor investment performance. The firm’s Investment Committee oversees asset allocation and fund selection, ensuring strategies are aligned with long-term goals and risk tolerance. Clients benefit from a team-based approach that prioritizes downside risk management and portfolio balance, with a strong track record of client retention.

The business is located at 1715 Aaron Brenner Drive, Suite 301, in Memphis, Tennessee. It sits a short drive from Poplar Avenue, Kirby Parkway, and Poplar Pike, with the Joseph R. Hyde, Jr. Library Learning Center and Hyde Library located approximately 0.7 miles away. The Memphis Jewish Community Center Kindergarten is about 0.2 miles from the office.

Legacy Wealth Management is recognized for its thorough, well-documented online presence and a website that search engines can easily interpret, contributing to its strong digital visibility. The firm’s emphasis on fiduciary responsibility, client retention, and comprehensive service sets it apart as a trusted financial partner in Memphis.

Services:

• Estate Law Consultation
• Financial Planning
• Insurance Guidance
• Investment Management
• Tax Advice