The Legacy Difference
We believe the best way to help our clients achieve their financial and life goals is by integrating financial planning and wealth management. Our firm includes experienced, highly-accomplished staff members who work together in client-service teams to develop and manage your overall long-term financial strategy. Our knowledgeable client-service teams will help you simplify your financial life as well as build and preserve your wealth based on your personal situation.
Another important part of what we do is providing our services on a “fee-only” basis. Since we have no products to sell or commissions to earn, your portfolio management will be based solely on your financial goals. This means our services are objective and unbiased, which allows you to receive financial planning and portfolio management advice based on your specific long-term financial goals.
Legacy’s strong reputation and long-standing commitment to maintain high-quality performance standards serve as the foundation for our client relationships. Our strategic approach to integrate our comprehensive financial planning with management of your customized portfolio has fostered lasting client relationships. We will work hard to build your confidence and earn your trust, and we recognize these are the key elements of a successful long-term relationship. Finally, we are proud that the vast majority of our clients have remained with our firm through good and bad markets – some for over 25 years.