Relationship Management Team, back row: Joseph McGrane, Lisa Kewley, Laurene Brooks, Terrence Chier and David Schedler. In front: Michael Mahlik.

Legacy Solutions for Wealth Management: 


Investment Services
Financial Planning
Retirement Planning
Trust and Estate Services
Tax and Planning Services
Philanthropic Services
Company Retirement Plans
Stock Option Planning
Succession Planning

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.

Choose Legacy