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 March On the Markets from the Global Investment Committee featuring
• "Volatility Can Lead to Opportunity" While higher market volatility is normal at this stage of the recovery, it does not mean the end of the recovery, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Instead, it usually provides opportunities to invest new capital at better prices.
• "Consensus Bulls and Contagious Complacency" Complacency has become a learned behavior in the emerging markets minicrises that have periodically popped up since the summer of 2011, says Adam S. Parker, US equity strategist for Morgan Stanley & Co. But every dip in the S&P 500, says Parker, turned out to be a dip to be bought.
• "Turnin’ Up the Heat" Outsized increases in natural gas prices cut into household spending by an above-trend $34.7 billion, say Morgan Stanley & Co. economists Ellen Zentner and John Abraham. It’s just one of the macroeconomic effects from the cold and snowy weather affecting much of the US.
Plus, look for more on economics, equities, fixed income and alternative investments.