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 April On the Markets from the Global Investment Committee featuring
• “Spring Awakening” Market prognosticators and investors who remain gloomy in the face of a strong stock market rally are missing signs of a rebirth in the industrial and manufacturing side of the economy, writes Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. He believes that recent policy actions by global central banks will nurture the revival.
• “Lower Growth, Higher Risks” Elga Bartsch, Morgan Stanley & Co.’s co-head of global economics, explains why just three months into the year, the firm’s economists are lowering 2016 GDP forecasts. While recession risk has gone up, she says the probability of a global recession is still low.
• “Lowered Expectations Could Lead to Upside Surprises” Wall Street analysts have been lowering their first-quarter earnings estimates for months. Adam Parker, Morgan Stanley & Co.’s chief US equity strategist, says they might have cut too much.
• Plus, look for more on equities, bonds and an interview about presidential politics with Michael Stein, Morgan Stanley* & Co.’s global head of government relations.