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First Legacy Wealth Management
About us
First Legacy Wealth Management, based in San Angelo, TX, is a comprehensive financial services firm dedicated to helping individuals and businesses achieve their financial goals. We offer a wide range of services including investment management, retirement planning, tax planning, insurance solutions, and estate planning. Our expert team provides personalized guidance on investments, including bonds, stocks, and government securities, and offers specialized IRA accounts, brokerage accounts, and treasury bills. We also assist with 401(k) and 403(b) planning, college savings plans, and business retirement plans. Our holistic approach ensures that all aspects of your financial life are addressed to secure your financial future.