WHO WE ARE

Trusted Partner

At Legacy Wealth, we serve as your reliable ally in the realm of private company investments, including private equity and private investments. Our focus lies in fostering strong connections while delving into alternative investments that involve tangible assets and offer income potential.

When you choose to partner with us, you gain exclusive entry to high-quality, cash-flowing assets that are secured by tangible resources. Our team boasts expertise in both investment and asset management, ensuring a comprehensive approach. At Legacy Wealth, our foundation is built upon transparency, flexibility, ethics, and exceptional service. We are dedicated to offering qualified institutional and individual investors opportunities to access assets that yield above-market returns with reduced risk. Through passive income and long-term growth strategies, we are committed to assisting our investors and co-partners in building and preserving genuine and sustainable wealth.

― NEW MEXICO FOCUSED

We recognize the vast potential of New Mexico as a significant economic force, brimming with countless opportunities in the private market. Our investment endeavors are centered around Albuquerque, a city renowned for its vibrant business culture and steady expansion. As we prioritize the cultivation of trust and nurturing valuable relationships, we remain dedicated to harnessing the potential of these promising markets.

Learn more about our Leadership Team.
TEAM LEGACY WEALTH    |    ⟶

― INVESTORS FIRST

Sophisticated Investment Solutions

Legacy Wealth Group goes beyond mere transactions when it comes to investments. Our Investor-first approach is aimed at forging alliances that extend beyond financial investments, evolving into enduring collaborations. We place emphasis on fostering relationships, prioritizing tangible outcomes, and leveraging our wealth of experience to create meaningful investment experiences.

Discover Our Upcoming Investment Solutions.

Our expertise lies in identifying and procuring assets that not only generate consistent cash flow but also appreciate over time, facilitating the growth and compounding of wealth. By availing our services, you gain access to a coveted asset class without the need for extensive learning or substantial capital investment that usually accompanies independent ventures. Our aim is to provide you with opportunities that save time, grant financial freedom, and enable you to build and expand your wealth effortlessly.

INVEST SMARTER    |    ⟶

― INVESTMENT INQUIRIES

Request Information About Our Upcoming Investments

INQUIRIES    |    ⟶

Company Address:

2201 Menaul BLVD NE STE A
Albuquerque, NM 87107

Contact Legacy Wealth Group

Phone number: 1-505-709-FUND
DISCLAIMER
 
The material on this website is for the general information of our investors and visitors. This website does not constitute an offer to sell or a solicitation of an offer to buy or sell any security or investment product and may not be relied upon in connection with any offer or sale of securities. Nothing on this website is a recommendation that you purchase, sell or hold any security, or that you pursue any investment style or strategy. Nothing on this website is intended to be, and you should not consider anything on the website to be, investment, accounting, tax or legal advice.
 
*DEFINITION OF ACCREDITED INVESTOR
 
You qualify as an Accredited Investor if you meet any of the following criteria: a) You earn over $200,000 in annual income, b) You, together with your spouse earn over $300,000 in joint annual income, c) You have a net worth, exceeding $1,000,000 (excluding the value of my primary residence), individually or together with my spouse.

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