Legacy Wealth Management Group

Specialties

Wealth Management and Preservation.

History

Established in 1997.

Started as a boutique investment firm servicing a variety of clients. We offer alternative investments that focus on risk-​adjusted returns.

Meet the Business Owner

Pete C.

Business Owner

Pete has been protecting and building client’s wealth since 1997. He strives to know his clients and understands market anxiety. Pete’s talent for reading the market has earned his client’s trust as evinced by his many years as a highly awarded wealth manger.

During tough economic times, Pete developed mitigation strategies and smart growth positions for his clients that created demand for him as a public speaker sought by various individuals, groups, and corporations. He started Legacy Wealth in 2001 to imbue the market with his vision and objectivity in investment planning.

Additionally, Pete enjoys spending time with his wife, Lisa, and their four children, Pete, Karli, Kara, and Sean. Together, they spend time volunteering for their church and the community in Boise, ID.