It is literally true that you can succeed best and quickest by helping others to succeed. - Napoleon Hill
The Legacy Group was founded to provide you the best of both worlds. A primary financial advisor focused on you and your families’ personal needs, and a group of like-minded advisors available to collaborate and support each other for your benefit.
We are focused on helping affluent individuals and families by providing:
A First-class wealth management experience
Customized strategies for you and your family
Global intellectual capital, investments and specialists
Our core competencies and services:
Investment Advisory and Management
Retirement, Trust & Estates, and Business Succession Planning Strategies
Insurance, Access to Private Banking & Lending Solutions
You should expect the following working with us:
Direct access to your advisor and our team
Proactive communication and prompt return of phone calls and emails
Periodic reviews seeking to ensure your strategies are successful
Advisors of The Legacy Group are passionate in their belief that comprehensive wealth management comes from truly understanding our clients and knowing their needs. We are very proud of the services we have delivered to our clients over the years, and strive for continued success in the decades to come.
Together and independently, we are here to support you and your family. Please review our biographies and choose the advisor best suited for your needs.
We look forward to celebrating your successes.
How would you like to organize all of your account data in one location, regardless of where your accounts are held, giving you an integrated view of your financial picture? We have a solution – OneView. Learn about the key benefits of OneView by watching this short video.
We are very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. We will do our utmost to meet your highest expectations.
See November On the Markets from the Global Investment Committee featuring
• "Defying the Pessimists" So far this year, the markets have dealt with sequestration, a debt-ceiling battle and the threat of tapering in the US alone, not to mention risky situations in Europe, Japan and the emerging markets. Yet, Michael Wilson, chief investment officer for Morgan Stanley Wealth Management, sees asset prices as likely to keeping climbing through the year’s end.
• "A ‘Great Rotation’ to Stocks?" After a 30-year bull market in bonds, many investors are wondering we’re about to see a massive move out of fixed income assets and into stocks. For reasons spelled out in this excerpt from a Morgan Stanley Research report, the answer is: probably not.
• "The World According to Jim Rogers" Hedge fund legend Jim Rogers has written six books, appeared often on television and made three globetrotting treks. In a wide-ranging Q&A, Rogers talks about markets, currencies and the global economy.
Plus, look for more on economics, equities and fixed income investments.