Our Services

Learn more about the breadth and depth
of the value-added services included in our fee

Your dedicated advisory team has the expertise to ensure all your wealth management strategies are aligned with your priorities so you can be confident every element of your plan is working harder, together.

Our comprehensive solutions integrate wealth management with custom planning services:

  • Financial Planning
  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Trust Services
  • Estate Planning
  • Charitable Giving

Our focus on developing long-lasting client relationships prepares us to guide you through life’s milestones and challenges. This is especially reassuring when unpredicted circumstances occur or when situations that require delicate handling arise.

Combining a high level of personal and professional service, we organize your financial arrangements so you have peace of mind to live your life, your way.

Financial Planning

Investment Management

Retirement Planning

Tax Planning

Trust Services

Estate Planning

Charitable Giving

Plan for the Future, Live for Today

Legacy has a single business focus: to build and preserve your wealth with intelligence, compassion, and personalized service.

Learn More About How We Can Help You Build Your Legacy