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Benedict Wealth Management
Legacy Wealth Concepts, headquartered in West Monroe, Louisiana, is a fiduciary financial advisory firm dedicated to providing personalized financial planning and investment services. Led by experienced advisors Alan Stephenson and Carl Benedict, the firm offers a comprehensive suite of services, including investment management, retirement planning, estate planning, and insurance strategies. Their client-centric approach emphasizes building long-term relationships and tailoring strategies to individual goals and circumstances. With a commitment to transparency and integrity, Legacy Wealth Concepts aims to be a trusted financial resource for clients across all life stages.
17461 Jefferson Hwy # 8, Baton Rouge, LA 70817