When you succeed, we succeed.
What you do with your money matters. But who you trust to manage it matters more.
As a Legacy client, you’ll have a whole team devoted to helping you reach your financial goals. And since multiple people will be familiar with your case and invested in your success, you’ll get immediate assistance whenever you need it.
Your team will include several Certified Financial Planning (CFP®)* professionals:
- Portfolio managers monitor and balance your portfolio.
- Financial planners use data to guide the team in building your financial plan.
- Our Investment Committee monitors fund performance, researches new opportunities, and reviews investment decisions.
With experience in estate law, tax, insurance, and investments, we also often advise clients on topics outside the realm of typical wealth management, such as buying a house or end of life planning.
*The CFP® designation distinguishes financial planners who have met rigorous standards of education, examination, experience, and ethics. (In other words, it helps you identify the best folks to work with.)