RoseRock Wealth Management vs Legacy Wealth Management Group

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app. TOP FEATURES • Interactive dashboard showing you your complete financial picture. • Dynamic reports with current investment information. • Document vault for securely sending and receiving files with your financial advisor. • And more!

The Legacy Wealth Management Group phone application enables our clients to access in depth portfolio performance data in a simple, elegant interface. View all your financial accounts in one place, staying informed on daily and historical performance. We were founded for one simple reason; so that our team members can help families with their financial needs and to make genuine client service the core of every relationship. This application is a part of that mission, with more and more organizations trying to minimize the service they deliver to their customers, we have decided that we want to continue the traditional service model where there is frequent client interaction and a desire to truly understand our client’s life. Our app provides one more way for our clients to be involved with the management of their accounts. At Legacy we believe that it’s not just a plan for your money, it’s plan for your life. Our application is available to all Legacy Wealth Management Group clients, if you are an existing client and would like to like to request access to the application please contact the Legacy Team, please contact us through lyncburglegacy.com or talk to your Legacy financial advisor.