eMoney

eMoney Sample Report

Legacy Wealth Management of Wells Fargo Advisors proudly uses an industry-leading planning software to connect our client's wealth to what matters most in their lives.

LifeSync

The LifeSync Experience®

The LifeSync® experience helps you sync your finances with your values, priorities, and goals into one cohesive lifelong experience that evolves with you.

Complementary eMoney + LifeSync® in the Wells Fargo Mobile App

Legacy Wealth Management Group of Wells Fargo Advisors is happy to provide eMoney plans + LifeSync® in the Wells Fargo Mobile App complimentary to our cilents.

Request your eMoney + Lifesync® in the Wells Fargo Mobile App