Legacy Wealth Management

💸 Happy Tax Day! (…or as we like to call it, “Take a Deep Breath Day” 😅)

If you’re wrapping things up and realize you’re missing a form or statement—don’t panic.

Before you go digging through piles of paperwork, reach out to us! Our Financial Assistants can quickly send over:
✔️ 1099s
✔️ Account statements
✔️ Anything else you might need

We’re here to make today just a little bit easier 👍

📞 Call us or 📧 email anytime—we’ve got your back! 701-365-8083, or [email protected]

🌷🐣 Happy Easter from all of us at Legacy Wealth Management! 🐣🌷

Spring is in the air, and just like the season, April is all about fresh starts, growth, and new opportunities.

In this month’s newsletter, we’re digging into a few important reminders:

🥚 Don’t put all your eggs in one basket—diversification still matters
🌼 Small, consistent steps today can lead to meaningful growth tomorrow
💰 Tax season isn’t just about filing—it’s about planning ahead
🌎 Investing can reflect both your goals and your values
🌳 And just like planting a tree… the best time to start is now

The markets may hop around a bit (just like the Easter Bunny 🐰), but staying focused on a long-term plan is what truly makes a difference.

If you have questions or want to take a fresh look at your financial plan this spring, we’re always here to help! Call us at 701-365-8083 or send an email to: [email protected].

— Paul, Dave, Devin, and The Legacy Team

🐾 Lucy’s Reminder: “Don’t hide all your eggs in one spot… even I know that!” 😉

We had so much fun and such wonderful folks come out yesterday for Lucy's birthday that we've decided to host it again today! So if you didn't get a chance to swing by, come visit Lucy today and share some beverages and treats with her! You can still register to win a gift card to Texas Roadhouse, too 🥳🤩

It's Lucy's birthday today! Don't forget to stop by and register to win a gift card to Texas Roadhouse! Plus we have coffee, hot chocolate, and plenty of treats for both humans and dogs!! 🥳🤩🎂🍪🧁☕️

🍀 Luck, taxes, and longer days ahead…March has a lot going on!

Spring is just around the corner 🌷 and March brings a few reminders that it’s a great time to check in on your financial plan. In this month’s Legacy Wealth Management newsletter, we talk about the balance between luck 🍀 and strategy 📊 in investing, important tax-season opportunities like IRA contributions and Roth conversions, and how the upcoming time change ⏰ can serve as a helpful financial checkpoint.

As always, our team is here to help you stay on track toward your long-term goals.

Take a few minutes to read this month’s update and see what might apply to your situation! 👇

🐾🎉 PARTY TIME...for Lucy's birthday! 🎉🐾

Hi everyone, Lucy here — Chief Greeter, Treat Inspector, and Office Morale Manager at Legacy Wealth Management.

I’m turning another year older on Monday, March 9th, and I told my dad Paul that a birthday this important should definitely involve my favorite people…YOU!

So if you’re out and about that day, stop by the office and celebrate with me during our regular office hours. We’ll have on hand:

🍪 Cookies
🧁 Cupcakes
☕ Coffee
☕ Hot Chocolate

I’ll be making my rounds for pets, belly rubs, and quality control on the snacks. (It’s a tough job, but someone has to do it.)

No appointments, no serious financial talk required — just swing in, say hi, and help me celebrate! We will also be giving away a $20 gift card to Texas Roadhouse, but you must be present to enter!

See you Monday the 9th!🐶
– Lucy

P.S. If you tell me I look young for my age, I may approve you for an extra cookie.

Home | Legacy Wealth Management Here at Legacy we are fiduciaries, which means we put your interests and goals first. We strive for a more “Main Street, less Wall Street” approach with your objectives in mind.

𝗚𝗿𝗼𝘂𝗻𝗱𝗵𝗼𝗴𝘀 🦫, 𝗽𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁𝘀 🇺🇸, 𝗮𝗻𝗱 𝘁𝗮𝘅 𝘀𝗲𝗮𝘀𝗼𝗻 💼… 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝗵𝗮𝘀 𝗮 𝗹𝗼𝘁 𝗴𝗼𝗶𝗻𝗴 𝗼𝗻!

Our latest newsletter connects the season with smart investing perspectives—plus a few reminders about staying focused on the long term, and an introduction to Devin Behl, our newest LPL Registered Representative!

Tune in to WDAY this Sunday, January 11 at 10:00 a.m. for our interview with Jay Nelson, of Archer Real Estate Services. He’ll be talking about commercial real estate in our area and how it compares to national performance, along with a discussion about last year’s steep drop in commercial building permits for Fargo and how that impacts the wider community. Don’t miss it!
https://www.youtube.com/

📬 Our January 2026 Newsletter Is Here!

We’re kicking off the new year with thoughtful insights on what the first quarter can bring in the market, a reflection on building a meaningful legacy in honor of Martin Luther King Jr. Day, and reminders about staying focused on long-term planning.

Plus, Lucy makes a special appearance with a helpful tip! 🐾

Be sure to tune in this Sunday morning at 10:00am when we sit down to talk with Vern Thompson, owner of Thompson Transport, LLC. Paul, Dave, and Steve will be discussing tariffs and their impact on the oil and agriculture industries.

Investment Talk TV, this Sunday on WDAY / WDAZ at 10 AM, and also KFGO radio at 8:30 AM. You can watch online by clicking this link: www.YouTube.come.com/LegacyFargo