Personalized wealth management as dynamic as you are
Just like the seasons, your financial needs and goals may change over time. Our advisors are here for you every step of the way. We work with you to grow and safeguard your wealth, preserving your legacy for future generations.
The Legacy Difference
Holistic approach
We consider your entire situation, assets, liabilities, and your legacy when creating a financial strategy.
Cutting-edge tech
We are able to have the latest in technology plug into our world versus our practices working around the limitations of a firms tech capabilities.
Range of solutions
Our solutions stem from serving the needs of Main Street investors all the way to the sophisticated requirements of Ultra-High-Net-Worth clients.
Personalized, boutique service
We meet you where you are, and make sure your financial strategy continues to meet your changing needs and family legacy.
Who We Are
Our team is a group of independent advisors committed to inclusion, collaboration, and supporting one another in professional growth and client service. We are home to advisors from all over, and serve clients nationwide.
Who We Serve
Legacy is more than a financial advisory firm. We provide personalized, accessible financial management and serve as a general manager for your financial life. We are a partner in your financial future, working with you through the seasons of your family’s life.
Work With Us
Reach Out
Consultation
Rest Assured
Reach Out
Our advisors are eager to partner with you to grow your wealth and safeguard your financial legacy. Give us a call today!
Consultation
Meet with a Legacy advisor today to explore what is possible. We work with you to design a customized financial strategy to get you where you want to go.
Rest Assured
Legacy advisors are proud to provide personalized and attentive service, always considering your holistic financial picture.
Our Network
Our network is philosophically aligned with our continuous devotion to your success. They are industry leaders who understand our business and are as passionate about serving you as we are.
Our Locations
We can serve you anywhere. Our advisors come from all over the country, and so do our clients.