Our team is with you
is with you
every step of the way
Times change, but our mission holds fast.
Our team provides tailored and timely financial advice and guidance – with the highest level of professional service – to help build and preserve wealth for our clients.
Collectively, we have been consulting professionals, families and businesses for over 40 years, and our objective, client-centered approach has brought us praise from clients and peers alike.
Joe Walters | CERTIFIED FINANCIAL PLANNER™
Joe is a second-generation Financial Advisor and the founder and principal of Legacy Wealth Management. With over 15 years experience (Morgan Stanley and Wells Fargo Advisors, LLC), Joe has been successful in assisting families and businesses in developing a sound plan that aims to build and preserve their assets.
Joe is active in the community, serving in his church and mentoring local youth. Joe lives in Sacramento with his wife, Sue, and his four sons; Mason, Ethan, Gideon, and Titus.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Client Services Manager
Christina Krug brings over 13 years of experience in the financial services industry to her role as Client Services Manager at Legacy Wealth Management aligned with Raymond James. She understands the importance of knowing each client well so she can provide them with customized and seamless service.
Christina lives in Roseville with her husband Paul and their son William. She enjoys cooking, reading and gardening.
Each of our team members are passionate about being the best in the industry. We strive for this with continual refinement of our skills, knowledge and technology.
We understand that finding a knowledgeable, dependable financial advisor — who you can build a comfortable and trusting relationship with—takes some doing. Our clients have told us that a good fit feels like working with a dependable and trusted friend; and so, these attributes are as important to us as preservation, and/or growth of your capital.
We are continually grateful for the opportunity to help our clients find financial independence.
As a business owner, you don’t work alone, and neither do we.
We can coordinate with outside advisors that you trust, to explore your company’s needs and present you with actionable strategies to help achieve your goals. You will benefit from a team of trusted advisors, that integrate their expertise for your success.