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
• "Back on Track" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, explains that the equity markets are back on track for the kind of year he was expecting at the start of the 2015. While not spectacular, he says, the stock market’s 4% return for the year to date is more than respectable for the eighth year of the recovery since the Great Recession and the financial crisis.
• "Passing Through an Inflection Point" A run of soft economic data has some investors nervous about a global recession. Chetan Ahya and Elga Bartsch, co-heads of Morgan Stanley Global Economics, write that while the global recovery is bumpy, brittle and below par, they don’t expect a recession.
• "A Quest for Quality" While US stocks have largely recovered the ground lost in the August sell-off, don’t read it as an “all clear” signal, writes Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management. Going forward, investors will need a different strategy.
Plus, look for more on equities and bonds, as well as a question-and-answer session with Afsaneh Beschloss, chief executive officer of The Rock Creek Group, hedge fund manager and former treasurer and chief investment officer of the World Bank.