I AM INDEPENDENT. I AM LINDA EDEN-WALLACE.
My journey is about simplifying the complicated. I believe in the positive impacts that each and every person can have. I am a partner. This photo is of me and the Legacy Wealth Management, LLC team. I counsel clients in all areas of financial planning, but my specialties are investment management and retirement planning. In my free time, I enjoy serving as a board member for Kids Aid, a local non-profit organization dedicated to helping feed hungry children in Mesa County, Colorado. My husband, Ron, and I also enjoy many outdoor activities, which are plentiful here in Western Colorado.
Who we are: Legacy Wealth Management, LLC is located in Grand Junction, Colorado, nicknamed the “River City” due to our city’s location situated at the intersection of the Colorado and Gunnison rivers. The roots of our firm were planted in 1986 when our founder and my business partner, Mike Berry, opened the door to his financial planning practice. In 1993, I brought my 20 years of experience in the financial industry to Legacy Wealth Management, LLC. Today, our team is a strong group of six, dedicated to providing wealth management services designed to help meet the needs of each client.
What we do: We believe wealth management is the process of growing and managing clients’ assets to help them achieve their desires, including the lifestyle they want, and creating and preserving wealth for future generations. In order for wealth management to be successful, it is essential to have a strong, trusting partnership between our team and our clients. We work diligently to serve our clients with integrity, honesty, and respect in order to earn and maintain that essential trust.
Why we do it: At Legacy Wealth Management, LLC we believe financial planning is more than just one meeting. It’s a relationship dedicated to our clients and their goals. We value the opportunity to form those relationships and help people in the pursuit of their life’s goals.
Linda Eden-Wallace, CFP®, Partner – Legacy Wealth Management, LLC
Linda Eden-Wallace, CFP®, Partner – Legacy Wealth Management, LLC. 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.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.1017