Advisor Assessment

All good relationships start by finding out a bit about each other, so we have a couple of questions that can help you decide if we might be a right fit for you. Answer these and we’ll do three things – we’ll give you some resources to help you right now, we’ll make some suggestions for where you might want to look, and we’ll make sure our team is up to speed on what’s on your mind.

Where to start?

Knowing if we’re a good fit together or not is a good place to start.

Still not sure if Legacy is the right fit?

Talk to us to determine the best option for you.