Weatlh Management
Legacy Planning Group
Guiding your finances to new heights
Why You Should Choose Us
With over 32 years of combined experience, we offer expert, personalized financial guidance tailored to your goals. Based in Albuquerque, we understand the needs of local families and small businesses—and we’re committed to helping you build and protect your legacy with clarity and confidence.
32
Years of Combined Experience
In Business
In Business
Financial Guidance Rooted in Community
Built for Your Future
As local advisors, we understand the unique needs of our community and have proudly supported employees from institutions like UNM, NMSU, Texas Tech, and UTEP with retirement and investment planning. We offer a comprehensive range of financial services designed to help you achieve financial security and peace of mind:
Do Great Work
With Great People
As an affiliate of LPL Financial, Wealth Management Planning Group takes pride in being Albuquerque’s trusted financial partner. Whether you’re preparing for retirement, growing your investments, planning your estate, or all of the above, our team is here to provide the tools, expertise, and support you need to achieve your financial goals.
Get a Personal Consultation
Contact our Albuquerque office today to schedule your free consultation. Let’s chart a path toward your financial future – together.