Fiduciary Advice. Not some of the time. All of the time.
The Answers You Need From Experts You Can Trust
If you’re here, you’re searching for answers. Whether you’re looking for a higher caliber of investment advice
or you’re just tired of tracking the never-ending tax law changes, we’ve got you covered. If you’re looking for answers after a life-changing event, we have the expertise to help. Big changes often require immediate decisions and don’t always come with instructions. Legacy is different. No slick salespeople, just sound advice that will impact your family for generations. Lean on us for your biggest decisions around:
- Investment advice
- Smart tax planning
- Retirement income planning
- Selling a business
Our goal is to develop a personal relationship with each of our clients and to become a trusted partner through the challenges and journey of life.
Mike Wren, CFP®
CEO/Principal/Advisor
Chat with us for free on your terms.
We typically work with clients who have over $500,000 in investable assets. If you’ve achieved this milestone, we’d love to meet you.
Digital Marketing Page Top Form
As independent fiduciaries, our goal is to alleviate financial anxiety so clients can focus on enjoying their lives
When you become a client of Legacy, you'll experience the peace of mind that comes from knowing someone is on top of the technicalities that contribute to your financial failures and successes. You'll sleep well knowing the answers are just a quick call or email away, and you'll never wonder when you'll hear from your advisory team next. Each year, your pre-scheduled meetings will be reserved with only you in mind. That's the difference working with a true partner can make.
If you’d like to see how our expertise and personal commitment could help you secure your financial future, we invite you to schedule a complimentary initial consultation. There’s no obligation. We look forward to getting acquainted.
Our Values
Meet the Team
Our people are the foundation of our client-centric approach and advisory model.
Chat with us for free on your terms.
We typically work with clients who have over $500,000 in investable assets. If you’ve achieved this milestone, we’d love to meet you.