Legacy Wealth Management of KY Email Formats

Financial Services • 2257 Harrodsburg Rd, Lexington, United States • 1-10 Employees

Legacy Wealth Management of KY Email Formats

Legacy Wealth Management of KY uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@legacywealthky.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@legacywealthky.com	100%

Key Contacts at Legacy Wealth Management of KY

Taylor Swanson

Director Of Client Services

Stevie Hightman

Director Of Business Management

Brianna Hines

Director Of Operations

Company overview

Headquarters	2257 Harrodsburg Rd, Lexington, Kentucky 40503, US
Phone number	+18592961200
Website	legacywealthky.com
NAICS	52
SIC	736
Keywords	Retirement Planning, Estate Planning, Retirement, Financial Wealth, Retirement Education, 401Kconversion
Founded	2009
Employees	1-10
Socials

About Legacy Wealth Management of KY

At Legacy Wealth Management, we help individuals and families nationwide navigate life’s most significant financial transitions—retirement, business exits, inheritance, and legacy planning—with clarity, confidence, and care. We specialize in working with: • Pre-retirees in their 50s and early 60s who have built wealth and are looking to retire on their terms. You may be weighing pension decisions, evaluating early retirement, or seeking tax-efficient strategies to bridge the gap between work and Medicare eligibility. • Post-retirees who want assurance that they’ve made the right financial choices. You may be seeking more income clarity, healthcare planning, or better coordination of estate and legacy goals. • Multi-generational families with financial complexity. From charitable giving to lifetime gifting, you want a strategic partner to help steward your family’s wealth with intention and care. We take a 360-degree approach to wealth—aligning investments, tax planning, estate strategy, and more—to ensure everything works in harmony. And as fiduciaries, we act in your best interest, every step of the way. If you're looking for a long-term partner to help turn uncertainty into opportunity, we’re here to guide the way.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Partner

Employees by Department

Legacy Wealth Management of KY has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Legacy Wealth Management of KY has never raised funding before.

Legacy Wealth Management of KY Tech Stack

Discover the technologies and tools that power Legacy Wealth Management of KY's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

Cloudflare Bot Management

Security

GoDaddy

Hosting

AngularJS

JavaScript frameworks

Cloudflare Turnstile

Security

Microsoft 365

Frequently asked questions

Legacy Wealth Management of KY is located in 2257 Harrodsburg Rd, Lexington, US.

You can reach Legacy Wealth Management of KY at +18592961200.

Legacy Wealth Management of KY was founded in 2009, making it 17 years old. The company has established itself as a significant player in its industry over this time.

Legacy Wealth Management of KY has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.