Schedule Appointment with Legacy Wealth Management

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Please select in-person meeting or virtual meeting or phone meeting.

If you don't see a time that works for you, or if you need help finding a time, please reach out to Alyssa at (970) 241-5143 or alyssa@legacywealthgj.com. She'll be sure to find the perfect time for you.

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All information is strictly confidential and won't be used by anyone other than our office personnel.

Registered Representative, 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.

Complimentary Initial Consultation (In-Person)

1 hour

We'd love to meet you. During this meeting we'll answer any questions you have and give you a chance to see how we help the families we serve. And of course, this appointment is free of charge.

Complimentary Initial Consultation (Virtual Meeting)

1 hour

We'd love to meet you. Once scheduled we will reach out to you with a link for the virtual meeting. During this meeting, we'll answer any questions you have and give you a chance to see how we help the families we serve. And of course, this appointment is free of charge.

Complimentary Initial Consultation (Phone Meeting)

1 hour

We'd love to meet you. Once scheduled we will reach out to you with a link for the phone meeting. During this meeting, we'll answer any questions you have and give you a chance to see how we help the families we serve. And of course, this appointment is free of charge.

Appointment for Existing Clients (In-Person)

1 hour

Time for an investment update? Need to review or update your financial plan? Have another question? This is the place for you.

Appointment for Existing Clients (Virtual Meeting)

1 hour

Time for an investment update? Need to review or update your financial plan? Have another question? This is the place for you.
Also, this is the meeting type to choose if you need to meet virtually instead of in-person. Once scheduled we will reach out to you with a link for the virtual meeting.

Appointment for Existing Clients (Phone Meeting)

1 hour

Time for an investment update? Need to review or update your financial plan? Have another question? This is the place for you.
Also, this is the meeting type to choose if you need to meet via a phone call instead of in-person or on Zoom. Unless you indicate otherwise, we will call you at the appointment time at the phone number provided.

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