Our Team

Legacy Wealth Compendium Group, LLC's Team is highly-trained, experienced and dedicated to the success of our client relationships and our business.

Marc A. Click

Managing Director | Wealth Strategist

Marc Click, a reigning financial professional and community advocate with a global covenant view.  Marc has worked with individuals, executives, professional coaches, athletes, clergy, and business owners for over 19 years since 1997.  He is the Founder of Legacy Wealth Compendium Group, LLC in 2013.   His areas of focus: Comprehensive Integrated Financial Planning, Intergenerational Wealth Planning, Investment Management, Insurance Planning, Estate Planning, Retirement Planning, Supplemental Business Pension Strategies, and Generous Giving.  He educates and empower people as a licensed ordained minister by speaking at churches on Biblical Economics & Financial Stewardship.   Marc is also a certified and appointed retirement specialist to (JCPS) Jefferson County Public Schools as a member of the National Education Association (NEA) partnered with Security Benefit Financial on a local and national level for public school systems.

Marc has been featured in publications such as Business First of Louisville: 20 People to Know in Wealth Management 2015, Who’s Who African American Business of Louisville 2015, Black Enterprise Magazine, Bottom Line Publishing Inc.-Tax Hotline, The Salt Lake Tribune, Louisville Courier Journal, Today In Church Christian Magazine, and many others.

Marc attended Louisville DeSales High School, Cumberland College, KY, and Culinary Arts Specialist School in San Diego, CA.  His accomplished certifications: Certified Private Equity Advisor, Certified Stewardship Instructor, Professional Sports Agent, Certified Contract Advisor, Certified Retirement Specialist, pursuing Certified Chartered Wealth Manager certification.  Marc served 8 years in the US Navy experiencing the Desert Storm War of 1990 and 1991.

 

Contact Us Today!

Legacy Wealth Compendium Group, LLC
2203 River Road, Suite A
Louisville, Kentucky 40206

Phone: +1 502-896-5873

Fax: +1 502-716-5893

E-mail: info@legacywealthcompendium.com