Deals & People June 4, 2009
M Financial Group Adds Legacy Wealth as Member Firm
M Financial Group announced that Woodbury, Minnesota-based Legacy Wealth LLC joined as an M Member Firm.
Reported by Alison Cooke
Legacy Wealth provides estate planning, wealth transfer, and asset management services for business owners and high-net-worth executives and professionals. Founded by Michael D. Brocker, president, the firm also includes “four experienced professionals who understand the industry and the needs of clients,’ according to a press release.
M Financial Group’s network of more than 120 independent insurance, investment, and executive benefit member firms in 36 states serve the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies.
More information about M Financial Group can be found at www.mfin.com and more information about Legacy Wealth can be found at www.legacywealthwisdom.com.