Publications, Insights & News

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Uncategorized

Our Ideas are Resilient by Design

Uncertainty continues to be the only constant, and volatility is likely to continue as the market reacts to the changing trade landscape. While that can ...
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Retirement

Co-Piloting

We all know that it is not uncommon for one spouse to be the primary decision-maker when it comes to managing a couple’s money. But ...
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Annuities

Chances of Success

We often speak with individuals who provide us with calculations for our retirement income, which calculations are based on various assumptions, from asset allocation to ...
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Retirement

Blended Families

We frequently receive inquiries from family members of decedent owners of various insurance products where there is a disconnect between their impression of who the ...
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Uncategorized

Last Week

Last week, we spoke about RMDs and we were then asked to take it a step further and talk about the issue of leaving an ...
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Legacy 360° Financial & Wealth Management LLC

2767 Geryville Pike, Suite B

Pennsburg, PA 18073

Phone: (800) 887-2981
Fax: (877) 233-8357
Email: info@legacy360fwm.com

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God ~ Family ~ Country

Theodore Moyer, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management (GWM), an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Legacy 360° Wealth Management LLC and GWM are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by Legacy 360° Financial LLC, License #825355, and Theodore Moyer, License #597025.

By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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