Joe Walters
Private Wealth Advisor Principal @Legacy Wealth Management Sacramento, Ca
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WORK HISTORY
Private Wealth Advisor Principal @Legacy Wealth Management Sacramento, Ca
Sacramento, CA, US
The fundamental goal at Legacy Wealth Management is to ease the burden that juggling business and personal finances can bring.We always begin with your goals, so that we can focus on individualized solutions… strategically pulling the thread to bring the pieces of your world together.We believe that ONE financial plan — a plan that lays the ground-work for seamless transitions — is the only plan that makes sense.“For important disclosure information, please see “Social Media Disclosure” link in thefor Raymond James “Contact Info” section.” Legacy Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
SKILLS
ABOUT JOE WALTERS
Welcome! I\'m a Private Wealth Advisor with over 2 decades of experience serving ultra high net worth families. On this channel, I pull back the curtain on the exact wealth, tax, and legacy strategies the ultra-wealthy use to grow, protect, and pass on their wealth.But it’s not just about building bigger portfolios—it\'s about creating lasting impact. You\'ll learn how top families teach the next generation to use wealth as a force for good—supporting communities, fueling charitable passions, and shaping a meaningful legacy.If you\'re ready to think bigger about your financial future and the mark you leave on the world, you’re in the right place.CA Insurance Producer License Number 0D56261Legacy Wealth Management is not a registered broker/dealer, and is independent of Raymond James Financial Services.“Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.”Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
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