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Legacy Wealth Management

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Grand Junction, CO
Legacy Wealth Management

3 Financial Planners with 30 years of combined experience in the financial services industry We look forward to partnering with you for many years to come.

As one of the largest Independent Financial Services Firms in Grand Junction, our advisors have been offering wealth management and financial planning solutions to the Western Slope of Colorado since 1986. This communication is strictly intended for individuals residing in the states of Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Mi

nnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, Oregon, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Washington, Wisconsin and Wyoming. No offers may be made or accepted from any resident outside the specific states referenced. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Legacy Wealth Management, LLC and Cambridge are not affiliated. Cambridge does not offer tax advice. Content provided via links to third-party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided on these websites.

09/01/2026

How to Make Smart Financial Decisions Without Overthinking Every Little Detail

If you are a high-income earner, there is a decent chance your financial life has become more complicated than you expected. On paper, things may look good. Strong income. Growing investments. Maybe equity compensation, bonuses, multiple accounts, a mortgage, kids, charitable giving, and a tax return that looks like it was assembled by NASA. And yet, instead of feeling confident, you may feel stuck asking, “Am I doing this right?” Should you sell vested RSUs?...

If you are a high-income earner, there is a decent chance your financial life has become more complicated than you expected. On paper, things may look good. Strong income. Growing investments. Maybe equity compensation, bonuses, multiple accounts, a mortgage, kids, charitable giving, and a tax retur...

08/25/2026

Am I Paying Too Much Tax in Retirement?

Nobody gets terribly excited about paying taxes in retirement, but taxes are part of the retirement picture, and the real question is not whether you can avoid them entirely. The better question is whether your retirement income is being coordinated in a way that helps reduce surprises, preserve flexibility, and support the life you are trying to live. Good retirement tax planning starts with understanding that not all income is taxed the same way....

Nobody gets terribly excited about paying taxes in retirement, but taxes are part of the retirement picture, and the real question is not whether you can avoid them entirely. The better question is whether your retirement income is being coordinated in a way that helps reduce surprises, preserve fle...

08/19/2026

Planning for Income After Selling a Business

For many business owners, selling or transitioning a business is about far more than getting a good number on paper. It is about stewarding what you have built over many years of risk, sacrifice, payroll stress, client relationships, and the occasional piece of office equipment that clearly has unresolved anger issues. The real goal is not simply to exit well, it is to turn business value into income, generosity, and peace of mind for the next season of life....

For many business owners, selling or transitioning a business is about far more than getting a good number on paper. It is about stewarding what you have built over many years of risk, sacrifice, payroll stress, client relationships, and the occasional piece of office equipment that clearly has unre...

08/04/2026

How Do I Turn My Investments Into Retirement Income?

For most of your working life, income is fairly simple: you work, a paycheck appears, and the bank account breathes a small sigh of relief. Retirement changes that. Suddenly, instead of one employer sending money every couple of weeks, your “paycheck” may need to come from Social Security, IRAs, 401(k)s, brokerage accounts, cash reserves, pensions, or other sources. Congratulations—you have been promoted to payroll department....

For most of your working life, income is fairly simple: you work, a paycheck appears, and the bank account breathes a small sigh of relief. Retirement changes that. Suddenly, instead of one employer sending money every couple of weeks, your “paycheck” may need to come from Social Security, IRAs,...

07/28/2026

Are Your Investments Actually Aligned with Your Goals – or Just “Fine”?

For many high-earning professionals, the investment portfolio is not exactly broken. It may even look pretty good. There are some mutual funds, a 401(k), maybe a brokerage account, a few RSUs, possibly some stock options, and at least one login you have not opened since your company changed benefits providers. So the question is not always, “Are my investments bad?” Sometimes the better question is, “Are my investments actually aligned with my goals, or are they just fine?”...

For many high-earning professionals, the investment portfolio is not exactly broken. It may even look pretty good. There are some mutual funds, a 401(k), maybe a brokerage account, a few RSUs, possibly some stock options, and at least one login you have not opened since your company changed benefits...

07/14/2026

I Sold My Business… Now What? A Financial Game Plan for What Comes Next

You did it! After years (or very possibly decades) of early mornings, late nights, payroll stress, and more coffee than any human should consume, you sold your business. Congratulations. Seriously. That's a massive accomplishment. But here's the thing nobody really prepares you for: the morning after. The wire hits your account, the zeroes are real, and instead of celebrating, you're staring at the ceiling asking, "Okay… now what?" You've gone from CEO to… well, you're not exactly sure....

You did it! After years (or very possibly decades) of early mornings, late nights, payroll stress, and more coffee than any human should consume, you sold your business. Congratulations. Seriously. That's a massive accomplishment. But here's the thing nobody really prepares you for: the morning afte...

07/07/2026

I Make Good Money… So Why Don’t I Feel Financially Ahead?

If you are a young professional earning a strong income, there is a decent chance you have asked yourself some version of this question: Am I actually doing well financially… or am I just busy making money? That question is more common than you might think. A high income can make life more comfortable, but it does not automatically create financial clarity....

If you are a young professional earning a strong income, there is a decent chance you have asked yourself some version of this question: Am I actually doing well financially… or am I just busy making money? That question is more common than you might think. A high income can make life more comfort...

07/02/2026

Summer Newsletter 2026

In this newsletter, Dan shares pearls of wisdom about escaping the financial comparison trap and finding contentment. Jeff dives into five practical, clutter-clearing steps to tidy up your digital "financial attic" and protect your family's legacy. (click image below to read)...

In this newsletter, Dan shares pearls of wisdom about escaping the financial comparison trap and finding contentment. Jeff dives into five practical, clutter-clearing steps to tidy up your digital "financial attic" and protect your family's legacy. (click image below to read)

06/30/2026

Can I Actually Retire, or Am I Just Hoping I Can?

One of the most common questions people ask in the years leading up to retirement is, “Can I actually retire, or am I just hoping I can?” That is an honest question, and thankfully, it is not one that has to be answered with crossed fingers and a vague sense of optimism. A good retirement plan can help you know whether you are actually ready to retire—or whether a few things still need attention first....

One of the most common questions people ask in the years leading up to retirement is, “Can I actually retire, or am I just hoping I can?” That is an honest question, and thankfully, it is not one that has to be answered with crossed fingers and a vague sense of optimism. A good retirement

05/26/2026

Tax Loss Harvesting: A Helpful Tool (Not a Magic Trick)

If you’ve spent any time around financial headlines, you’ve probably heard tax-loss harvesting pitched as a secret weapon. Almost like a financial Jedi mind trick: “Lose money on purpose, save a bunch on taxes, everybody wins.” I wish it worked that way. It doesn’t. That doesn’t mean tax-loss harvesting is bad. It can be very useful. It just needs to be framed correctly, especially if you’ve built meaningful wealth and want to keep it that way....

If you’ve spent any time around financial headlines, you’ve probably heard tax-loss harvesting pitched as a secret weapon. Almost like a financial Jedi mind trick: “Lose money on purpose, save a bunch on taxes, everybody wins.” I wish it worked that way. It doesn’t. That doesn’t mean tax...

Address

372 Ridges Boulevard
Grand Junction, CO
81507

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 2:30pm

Telephone

+19702415143

Website

http://www.legacywealthgj.com/

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