Legacy Wealth Solutions, Inc. is a purpose driven financial advisory firm with the sole aim of helping our clients to align their finances with their true purpose and passion. We help business owners and successful clients to create wealth outside of their businesses and to aspire to a “work optional” lifestyle. We want our clients to face their financial future with confidence, knowing that the life they have enjoyed will continue into their retirement years. For our clients with goals of taking care of future generations or making gifts to the causes they hold dear, we help to design a succession plan to allow them to accomplish those goals without sacrificing their lifestyle. We take a thoughtful and personal approach to each client situation. Creating exceptional outcomes is at the heart of all that we do.
Kim Kramer, President, was born and raised in the Ligonier Valley. She and Don Kramer, he husband of 35 years, returned to the Valley in 1994 from San Diego in order to raise their two daughters close to family. Kim holds both a Bachelor of Arts degree in Business Administration from Westminster College and a Master’s of Business Administration from the University of San Diego. She is also a Certified Wealth Strategist and a Chartered Advisor in Philanthropy. Prior to founding Legacy Wealth Solutions, Inc., Kim spent most of her career at four major banks. She was hired out of college to join Mellon Bank’s prestigious Management Training program. She completed Wells Fargo’s Credit Training program and spent 10 years as a Vice President and team leader in the Regional Commercial Banking Office in San Diego. Kim also worked as a Vice President and Relationship Manager at PNC Wealth Management and as Vice President and Client Advisor for National City Bank’s Private Client Group.
In addition to running Legacy Wealth Solutions, Inc., Kim is a “serial” board member! Currently, Kim is the Secretary of the Ligonier Valley YMCA’s board, a board member of the Community Foundation of Westmoreland County, which is part of the Pittsburgh Foundation and on the Executive Committee of the Women’s Leadership Council for the local United Way. She is also actively involved in fundraisers for various charities.
Kim Kramer can be reached at 724-238-7700 or e-mailed at [email protected]