Legend Wealth Management

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Legend Wealth Management Sustainability Profile

Sustainability Summary

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What do our labels mean?

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Certified B Corporation

Legend Wealth Management is a wealth management firm that presents its approach around integrity, transparency, fiduciary responsibility, and tailored advice. Its website describes a client-focused model built on comprehensive analysis, transparent asset mapping, and open communication. The firm also publishes ESG-related educational content, including an explanation of ESG investing and references to environmental, social, and governance factors in investment decision-making. Its services include investment management, family office, succession planning, and philanthropy-related support, with an emphasis on long-term planning and responsible portfolio selection.

About Legend Wealth Management

  • Status
  • Unverified
  • Employees
  • 25 - 100
  • Country
  • Brazil

Legend Wealth Management Sustainability Actions

Published ESG investing guidance

Using Environmental, Social, and Governance data provides additional insight for making educated investment decisions. ESG investing means acting on more information than just the mandatory metrics on balance sheets. Research has shown that following ESG metrics and investing in companies who keep an eye on sustainability may offer lower market risk than traditional investing.

Offers ESG investment solutions

Our ESG Investment Solutions: Incorporate socially responsible criteria, committed to the environment, and good corporate governance when selecting an asset. Integrate data intelligence with investment experience, leveraging more than 50 data sources to support the criteria: Environmental, social, and corporate governance (ESG) in portfolio management and our service and advisory model.

Includes philanthropy services

Serviços Especializados include investment social/filantropia, alongside life and health insurance, art collections, and real estate administration.


What do our labels mean?

Certified B Corporation Logo

Certified B Corporation

About Legend Wealth Management

  • Status
  • Unverified
  • Employees
  • 25 - 100
  • Country
  • Brazil

Sustainable Development Goals

Legend Wealth Management is committed to advancing these Global Goals to promote prosperity for people & planet.

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