Have Derek Serlet (Owner) reach out to you.

Start Growing Your Financial Legacy.

Legacy Financial, Ltd. is a registered investment advisory firm dedicated to providing it's clients with unique investment strategies with a lifelong outlook. Let us help you leave a lasting financial legacy behind.

Insurance Strategies

Insurance products can be utilized to protect your assets and reduce your tax liability now, and in the future.  Life, Long Term Care, Disability, and Health insurance all play an important role in your financial well-being.

Our Services

Investment Strategy

"We don't have to be smarter than the rest. We have to be more disciplined than the rest."                 -Warren Buffet

Financial Planning

"There's never enough time to do all the nothing you want."
​-Bill Watterson, Calvin and Hobbes

Insurance Protection

"Fun is like life insurance; the older you get, the more it costs."
​-Frank McKinney

About Us

Derek Serlet, MBA is the Owner/Lead Investment Advisor at Legacy Financial, Ltd. Legacy Financial, Ltd. is a Registered Investment Advisory Firm and is regulated by the Colorado Division of Securities. Registration does not imply a certain level of skill or training.

​If you have any questions about his practice or want more details about becoming a client or an advisor on his team, please reach out to him at any time.
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1731 S Poplar Way
Denver, CO 80224
3035966214
[email protected]