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 February On the Markets from the Global Investment Committee featuring
• "The ECB Delivers" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, sees the European Central Bank’s recently announced Quantitative Easing plan as being larger and more credible than the market expected, showing the bank’s commitment to fighting deflationary forces. It also has implications for how investors should position their portfolios.
• "Lower Oil, Higher Dollar Lift GDP Forecast" Cheaper energy bolsters consumer spending, but could dampen capital spending later in the year. The higher dollar puts downward pressure on prices and gives consumers more purchasing power. All told, Morgan Stanley & Co.’s 2015 US GDP forecast shifts to 3.3% from 2.9%.
• "Will Consensus Earnings Ever Be Right?" In January of most years, consensus earnings estimates show, on average, a 14% earnings gain for the S&P 500 companies—a forecast that usually falls to 6%, on average, by December. This year, analysts have slashed forecasts for energy and related companies so much that the current 2015 forecast is for 2% growth, which Adam Parker, chief US equity strategist for Morgan Stanley & Co., argues is just too low.
Plus, look for more on US and global equities as well as fixed income investments.