Legacy Financial Strategies, LLC announced its expansion into Topeka, having been joined by Peoples Wealth Management and Peoples Benefit Group – Investment Division As part of the additions, Legacy has opened its new Topeka, Kansas office with two financial advisors, Jim Reardon and Nick Neukirch. Jim and Nick have focused their efforts on working with retirees, business owners and young families in the Topeka and Lawrence, Kansas markets, bringing over 40 years of experience in the industry.
In addition to Nick and Jim, Ruth Patterson will be assisting Nick, Jim and each of their clients as the Topeka-based Relationship Manager. Ruth will help deliver the Legacy “white glove” service that clients have come to know and expect.
Based in Overland Park, Kansas, Legacy was founded in 2000 by Michael Lutz with the mission to be the Chief Financial Officer for the family.
“Having grown up in Rossville and lived in Topeka for a number of years, I couldn’t be happier that Legacy has expanded to a part of Kansas that I treasure, and where my family still lives,” says Michael Lutz, Principal and Chief Executive Officer of Legacy Financial Strategies, LLC. “We are looking forwarding to working with Jim, Nick and Ruth to continue helping our clients achieve their financial goals.”
The combined Legacy company now offers an opportunity to work with a team of over 175 years of financial services experience. Legacy continues to focus on all aspects of wealth management including investment, insurance and financial planning services. A Registered Investment Advisor, Legacy upholds itself to the highest fiduciary standards, putting their client’s benefit above all else when making recommendations.