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All your Accounts in One Place

Convenient online access with the Legacy Wealth app through Black Diamond.

Features of The Legacy Wealth App through Black Diamond:

A personalized home page, customizable to your preferences.
Summarized and detailed reporting on all aspects of your holdings.
The ability to link outside accounts to simplify your wealth management.
A secure vault to view and organize important documents for safekeeping.
Secure mobile access through The Legacy Wealth App

** Please note: The Legacy Wealth App link will direct you to another website powered by Black Diamond and you will be leaving this Legacy Wealth website. You will be viewing material and information provided herein that we believe to be reliable, however, Legacy Wealth makes no representation as to its accuracy or completeness and it should not be relied upon as such.

Disclosures

Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, member FINRA / SIPC. Investment Advisory Services offered through Legacy Wealth Asset Management. Legacy Wealth is independently owned and operated. Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck. Legacy Wealth is a Member Firm of M Financial Group.

Please go to www.mfin.com/DisclosureStatement.htm for further details regarding this relationship. For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities. Compliance File Number: 5390712.1

The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.