15-29 Employees

3

Legacy Wealth Management Inc.

Overall Ranking5

Employees22 Firm TypeRIA CEO and PresidentJames J. Isaacs LocationMemphis, Tenn. Primary CustodianSchwab Advisor Services

Overall Ranking5

Employees22 Firm TypeRIA CEO and PresidentJames J. Isaacs LocationMemphis, Tenn. Primary CustodianSchwab Advisor Services

“I took a lot about what I didn’t like about corporate America and made sure it wasn’t part of our practice,” said Jim Isaacs, president and CEO of Legacy Wealth Management and a veteran of the health-care and consumer product industries.

“I took a lot about what I didn’t like about corporate America and made sure it wasn’t part of our practice,” said Jim Isaacs, president and CEO of Legacy Wealth Management and a veteran of the health-care and consumer product industries.

One of the firm’s initiatives toward that end was to focus on core values:

1. “Clients always come first,” in terms of a fiduciary manner.

2. “A commitment to honesty and integrity” whether working with clients or coworkers.

3. “Compassion for clients and each other.”

4. “A culture that values teamwork and knowledge.”

Focusing on these values has changed the way the staff communicates with prospective clients, Mr. Isaacs said. Compassion, for instance, influenced advisers to provide examples of how they have served individuals in similar circumstances, instead of describing all the potential services the firm offers.

Compassion also underlies the firm’s generous sick- and caretaker-leave policy that allows employees to attend to the needs of their children, elderly parents or even pets.

The core values, which are shared on the company’s website, “Say to everyone that this is our culture. It shows everybody you care,” Mr. Isaacs said.

— Deborah Nason

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