I take pride in giving personal attention to every client and I strive to meet your needs, no matter how big or small. Great customer service has always been an integral part of the experience you receive and I look forward to providing that.
My approach is to gain a complete understanding of your financial picture first by providing a free initial consultation where information about Legacy Investing & Wealth Management will be provided, and we can learn more about each other.
If you choose to move forward, specific goals and objectives will be identified and the Client Profile Form will be completed. At that point, if financial advisory services are selected the Education and Trading Strategies information will be given out as well as the company Brochure (Form ADV Part 2). An agreement for advisory services will be completed and we will schedule a meeting to begin the hourly rate services.
If asset management services are selected, a plan presentation meeting will be scheduled to outline potential investment strategies and the agreement for asset management services will be completed. Ongoing account review meetings will take place at your convenience. For this type of service my company is considered a fiduciary, meaning we hold a legal and ethical responsibility to always put your investment needs ahead of our own. Doug Hayes, the owner naturally has these character traits and you can rest assured you will be treated with the utmost respect and courtesy.
Contact Legacy Investing & Wealth Management today for a free consultation.
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