The Legacy Wealth Management Team of Benjamin F. Edwards & Co. offers a full suite of Professional Financial Services for our clients. You are the focus of everything we do. We will learn your goals and develop a custom approach that explores:


Wealth Accumulation, Preservation and Transfer
College Funding Options
Risk Management
Longevity Planning


To accomplish your objectives, we offer the following services:


Investment Management
Risk Management Methods
Retirement Income Planning
Estate Planning Strategies*
Concentrated Equity Management
Tax Planning Approaches*
Family Protection Planning
Longevity Protection


(*LWM and BFEC are not tax or legal advisors. Please consult your tax or legal professionals for your own specific situation.)