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:
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.
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:
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.
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:
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.