Legend Private Wealth
Legend is the part of the map that gives a map meaning. Without a Legend, the map is impossible to interpret. The mission of Legend Private Wealth is to help clients define what is really important to them, navigate the multitude of ways to accomplish their goals, and ultimately bring meaning to their financial lives. We’re not here to keep you on a singular straight line. We are here to help you navigate your priorities, recognize the symbols of opportunity risk, and chart your course as life unfolds. We provide comprehensive wealth management for business owners and high-net-worth investors. Our clients depend on us to bring forward an elite class of modern technology powered by meaningful human advice. In addition to our proactive portfolio management techniques we also bring the resources of a multi-family office including risk management services and private equity opportunities.
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Verified contacts
3
available on Kipplo
LinkedIn employees
4
1 to 10 range
Open roles
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no listings
Distinct roles
3
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
- SH
Sarah Headrick
Operations Lead · Operations
EmailPhone - BH
Brian Headrick
Lead Advisor · General Business & Management
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Top roles at Legend Private Wealth
3 distinct titles indexed · top 3 shown.
- 1lead advisor
- 1operations lead
- 1private wealth management intern
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