https://www.legendprivatewealth.com/clients daily 0.75 2020-04-24 https://www.legendprivatewealth.com/about daily 0.75 2020-07-01 https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1587746737160-GIZ1OBBF2719NHJQJ308/Asset+22.png About https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1587746776228-OZ4AFQDSVRTTVRKME6N2/Asset+32.png About https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1587746817086-GB7CFJ51OWAMSVSTGVH0/Asset+42.png About https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1587748392270-KJPT1WB8GSW9PXFQZE7K/Sarah+Headshot+Banner+Image+%28M%29.png About Sarah Headrick is an author, sport psychologist and entrepreneur. She has worked in financial services for five years. Prior to joining the wealth management industry, she owned and operated several small businesses: gaining knowledge in startup, supply chain, operations, PR, contract negotiation and business continuation. At Legend Private Wealth, Sarah is focused on bringing clarity and organization to clients’ financial lives. Sarah’s background as a business owner and her experience with her own family’s estate planning, informs the way she interacts with clients. As a founder, Sarah ensures that LPW clients have access to the most up to date technologies and superior customer service. Sarah lives in Waxhaw, North Carolina with her business partner and husband, Brian and their two children. In her free time, she enjoys working out, acquiring unconventional skills like crochet and electrical wiring and laughing with (and sometimes at) Brian. MS, Sport Psychology, University of Kansas BA, Psychology, University of Notre Dame https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1587747223502-BGOK0OWR7O7XY583RPW4/Brian+Headshot+Banner+Image.png About Brian Headrick has been in financial services for over 23 years. In 1996, he began his career with Northwestern Mutual in Chicago. His practice primarily focused on life insurance for individuals and privately held businesses. He obtained his CFP® designation in 2003 and expanded his practice to include investment management. After moving from Chicago to Charlotte in 2008, he rebuilt and evolved his practice, maintaining Chicago relationships and forming new ones in Charlotte. At Legend Private Wealth, Brian focuses on client relationships, investment selection and insurance plan design. He prides himself on asking thought-provoking, insightful questions in a non-judgmental way in order to determine what is really important to clients. His psychology and philosophy degrees from Notre Dame guide him in establishing meaningful, consultative relationships. Brian lives with his business partner and wife, Sarah in Waxhaw, North Carolina. When he’s not working, you can find him carrying his golf bag around his home course. In the evenings he likes to self-induce brief but intense existential crises as a result of reading or listening to podcasts about theoretical physics. His remaining free time is spent with Sarah and their two children. BA, Philosophy and Psychology, University of Notre Dame https://www.legendprivatewealth.com/portfolios daily 0.75 2020-05-17 https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1587686280441-131SWD4XTTS73ACIGZ5L/Meridian+Logo+White.png Portfolios https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1587744705639-I6VDH1O20GYU6QBMP21S/Gold.png Portfolios - Tactical Your needs change and you know markets change. We prioritize an investment approach that is informed by those changes. Meridian organizes assets to adjust responsively to economic environments and evolving priorities over time. https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1587744751572-XUP96RXHS3V8M6WH5YO3/NAVY.png Portfolios - All-Asset Traditional asset classes like domestic stocks and bonds form the backbone of any investment philosophy. We take inspiration from endowments and corporate trusts, giving you access to private equity and managed alternatives. https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1587744780932-XZERVDUFM2G25DBZWCRM/Pink.png Portfolios - Risk-Managed The Meridian system is opportunistic in finding investment options. But our entire financial strategy needs to be conscious of market and other risks, including the use of insurance solutions. https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1587744730049-X23H5T5A97QEFWGYCH26/Purple.png Portfolios - Objective Investment management should be guided first by one north star: your priorities. The Meridian system of asset management starts with what’s important to you, and only you. https://www.legendprivatewealth.com/home daily 1.0 2024-11-19 https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1585872969448-X5P83OLUI7DVIW0F6W14/LPW+bug.png Home https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1585931871028-MO2346SAVXP6GQ3CBCTZ/Asset+42.png Home We plan for today and tomorrow. https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1585931801944-VOCCXK6RZZFEJ4YYXQ2X/Asset+22.png Home We advise from real life experience. https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1585931836422-QQLB6JZV9DC64XIBFX2H/Asset+32.png Home We prioritize outcomes and options. https://images.squarespace-cdn.com/content/v1/5e8638df9c91d667248b5180/1585873413519-RUCLBLYYOXC5JHHP1X13/Meridian+Logo+and+Wordmark.png Home https://www.legendprivatewealth.com/contactus daily 0.75 2020-05-26