Who We Are
Times change, but our mission holds fast.
Joe Walters | Certified Financial Planner™
Principal/Wealth Advisor
Joe is a second-generation Financial Advisor and the founder and principal of Legacy Wealth Management. With over 22 years of experience, 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 and his wife Sue are proud parents of four sons and a grandson.
Christina Krug
Client Services Manager
Christina Krug brings over 16 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 children William and Catalina. She enjoys cooking, wine tasting, and teaching Zumba.
Wealth management is a team effort.
Your needs and goals will change over time. That’s why we will be there to provide advice – along with the exceptional service you deserve.
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.