Clients We Serve

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.

Every client relationship is unique and Legacy professionals have extensive experience in wealth planning and investment management that impact:

  • Individuals and families
  • Family-owned businesses
  • Executives and professionals
  • Family office arrangements
  • Foundations and endowments
  • Trusts and estates

Successful wealth management begins with learning about you – your goals and aspirations, your fears and financial worries, and your lifestyle expectations. We tailor our innovative and reassuring wealth management and planning strategies to your personal circumstances.

Taking the time to understand what means the most to you allows us to fulfill your needs of today and achieve your hopes for tomorrow.

Laurene M. Brooks

Laurene’s legal education and financial background give her the knowledge and experience to ensure your wealth management plan is structured to meet your long-term planning goals.

Comprehensive Services

Ensuring Your Family’s Lifestyle

Navigating the complexities of a wealth management plan can be daunting. Your dedicated advisory team has the expertise to ensure all your wealth management strategies are aligned with your priorities.

Legacy’s comprehensive solutions integrate investment management with custom planning services:

  • Financial planning
  • Retirement analysis
  • Tax strategies
  • Trust administration
  • Estate settlement
  • Insurance consultation
  • Planned 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.

Lisa G. Kewley

Lisa’s ability to connect to clients with empathy and understanding has made her a trusted partner to help her clients manage their financial needs throughout all stages of their lives.

The Legacy Advantage

Building Relationships That Endure

Many Legacy professionals have served multiple generations within families, giving us a unique understanding of how needs can change over time. Creating solutions based on the changing needs of any particular individual, family, business, or organization, has made us a trusted financial partner for a growing list of clients.

As a Legacy client, you will benefit from our independent business model that safeguards your interests through:

  • Autonomous decision making, without the influence of corporate priorities found at larger, multi-layered financial institutions;
  • Unbiased and objective fiduciary responsibility so the terms of your legal documents are followed as intended;
  • Intensive regulatory oversight ensuring sound, ethical, and transparent business practices;
  • A singular focus on wealth management without the distraction of cross-marketing and the conflicts of interest driven by commission-based products;
  • Aggressive cybersecurity strategies to protect your personal and confidential information.

Legacy 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 cohesive approach will give you confidence that your financial plan is expertly managed to evolve with changing circumstances.

Marta G. O'Brien

When your needs are specific and require special handling, Marta has the compassion and resourcefulness to design services to manage your finances so you can live your life to the fullest.