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

Our Expertise

Comprehensive
Strategic Planning

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

Wealth
Management

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

Legacy
Planning

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…

Institutional
Asset Management

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