Legacy Wealth Management
Serving the Financial Needs
of the Chippewa Valley

It can be incredibly overwhelming to navigate the world of financial planning and investing. Without personalized guidance and easy-to-understand advice, it's hard to feel confident in your financial future. Formerly Investment Management Associates of Eau Claire, Legacy Wealth Management will seek to address this concern by serving as our clients' personal resource. We've been serving clients in the Chippewa Valley for over 25 years, have roots in this community, and take pride in helping our neighbors pursue their financial goals.

We are independent financial advisers who assist clients in all stages of life and specialize in comprehensive financial management, investment portfolio management, retirement income planning, insurance analysis, estate planning stragegies, and company retirement plans. Our firm's mission is to help our customers to maximize wealth and improve their quality of life.

We can help you create a road map designed to connect today's reality with tomorrow's dreams. Our clients include individuals from all walks of life, such as business owners, executives, retirees, and anyone looking for value, depth and range of experience.

Based in Altoona, Wisconsin, we work with clients in the Eau Claire area and all over the United States. We invite you to contact us today to learn more about how we can help you pursue your financial goals.