Dedicated to Enduring Client Relationships
Wealth planning is about you: your goals, lifestyle and dreams.
Wealth management is about understanding your needs and effectively
managing your assets to achieve your financial objectives.
We start by learning about you, your family, and your goals and
aspirations, in order to establish a foundation upon which to build
an investment plan. Asset management is often the focus early in
our relationship but the process later evolves to include other
facets of wealth management, planning and stewardship such as:
- Important life events - children, education, new homes,
graduations, weddings, retirement;
- Next phase life events - grandchildren, intergenerational
planning, charitable giving, wealth transfer;
- Evaluation of your current estate plan.
When combined with a high level of personal and professional
service, this holistic approach to wealth management fosters a
strong connection with our clients. In fact, many Legacy
professionals have served multiple generations within a family,
giving us a unique understanding of the family's needs.
Helping people make informed choices is about understanding what
is best for each client. As an independent and unbiased advisory
firm, we are objective and thorough in our review of your
circumstances and the counsel we provide.