Shawn Wheeler

Legacy Wealth Management, LLC, is a registered investment advisor serving individuals and households in Boise, Salt Lake City, and other communities. The firm provides fiduciary financial guidance designed around clients’ needs, goals, and the life they want to live. Its services include retirement planning, tax-focused planning, and wealth management, with strategies tailored to each client rather than a standard template.

Legacy works with people at important financial turning points, including pre-retirees seeking clarity about when they can retire, business owners building wealth beyond their companies, and households focused on keeping more of what they earn. The process begins with a conversation about a client’s circumstances and goals, followed by a personalized plan and ongoing guidance as life changes.

The firm emphasizes straightforward explanations, advice focused on clients’ interests, and financial strategies intended to make money serve meaningful personal goals. Its team includes wealth advisors and a senior wealth advisor. Legacy Wealth Management notes that investment strategies involve the potential for loss and that its website information is not personalized investment advice.