At Legacy Wealth we apply time tested truths to help you address your concerns and achieve your goals. These truths guide us not only with the advice we provide, but also in helping you escape the anxiety and uncertainty that so often surrounds financial decision making. Ultimately this philosophy allows us to fulfill our mission for you, our highly esteemed client.

Our Expertise

Strategic Planning

Working in a fiduciary capacity, we believe the development of a comprehensive strategic plan is a critical component in helping our clients…


Focusing on our client’s unique objectives and concerns, we utilize sophisticated processes and platforms, along with Monte Carlo simulations to…


We are committed to helping our clients develop a Legacy Plan that enables them to transition their wealth in a manner consistent with their core values and…

Asset Management

Legacy Wealth has a unique focus in helping Christian Colleges, Universities and other Christ-centered organizations, in managing their institution’s…