We have some exciting news to share!
With you, our clients in mind, Kristian Coffey and Michelle Reid have joined forces. Together, we have a combined 52 years of experience helping our clients with their complex financial needs. By formally combining our resources and leveraging each other’s experience, we plan to provide you with an enhanced experience.
You will continue to work with your current Advisor. However, if you choose, you will now have access to both Kristian and Michelle for all your financial planning needs. In addition, you will have access to our administrative team for faster, streamlined service.
Through this process, we’ve also given our brand a refresh! We will operate under the name Legacy Wealth Management. You can view our updated website at managemylegacy.com, where you will have access to your accounts, read timely articles, locate convenient contact information, and more.
If you have any questions about this exciting news, please contact us!
As always, it is a pleasure to serve you and your family.
Kristian Coffey, Wealth Manager, RICP, CWS
Michelle Thomas Reid, Wealth Manager, RICP