Legacy Wealth Management

Employees 22 | Firm Type RIA | CEO James J. Isaacs | Location Memphis, Tenn. | Primary Custodian Schwab Advisor Services |

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.