The Legacy Team Approach
Many Legacy professionals have served multiple generations within families, giving us a unique understanding of how needs can change over time. With our array of expertise, we can collaboratively lead your advisory team, including outside attorneys and tax professionals, to ensure all your wealth management strategies are aligned with your priorities.
Our Staff of Talented and Credentialed Professionals
Our staff includes Chartered Financial Analysts™, Certified Financial Planners™, Certified Trust and Fiduciary Advisors™, attorneys, tax and estate planning experts, trust officers, and investment managers who are committed to building enduring relationships with you and all generations of your family.
Our personalized approach to wealth management has produced a growing list of clients who share our passion for excellence.
Together we work diligently to secure the future for their families and join efforts to build stronger communities. We offer a truly holistic approach to empowering your financial life by providing you with not just one advisor, but a team of trusted professionals with the deep rooted and diverse expertise necessary to grow and protect your legacy.