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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-31-1998
- Office Locations
- 1
Office Locations
About Legacy Financial Solutions, Inc.
Legacy Financial Solutions, Inc. is a family-focused planning firm based in Manchester, NH helping clients build retirement-ready strategies with an emphasis on cash-flow/liquidity, tax-aware planning, and legacy and charitable goals. The team provides ongoing wealth management and planning across “grow, preserve, give” needs, with portfolios primarily implemented using public funds and ETFs and custody through Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
STEPHEN NORMAN MATHIEU
Investment Adviser Representative, Owner, President, Secretary, TREASURER
- CRD
- #1350047
- Ownership
- 75% or more
JEAN MARIE MATHIEU
Investment Adviser Representative, Vice President
- CRD
- #3223733
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,300,000 | -- |
| Total | $7,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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