Legacy Wealth Management

Employees 22 | Firm Type RIA | CEO and President James J. Isaacs | Location Memphis, Tennessee | Primary Custodian Schwab Advisor Services |*4-time winner!

Legacy Wealth Management focuses on core values such as honesty, integrity, compassion and putting clients first. Together, those values work to create and maintain an office culture that encourages teamwork and prizes knowledge. Compassion underlies the firm’s generous sick leave and caretaker-leave policy that allow employees to attend to their own needs as well as those of their children, elderly parents — and pets.

Due to the pandemic, most staff members are working from home and the firm has installed a plexiglass barrier at its front desk to protect its receptionist. If clients must meet in person, the firm has limits to the number of individuals who can be in its conference rooms based on the size of the room. Employees are using Microsoft Teams and Zoom for meetings with clients and weekly education presentations are being held virtually. Working from home flexibility and electronic client signatures will continue post-Covid.