Fiduciary advice. Not some of the time. All of the time.
Investing Advice From Consultants,Not Salespeople
If you’re here, your investments are an important part of your financial future. Whether you’ve been doing it the same way for years and are seeking a second opinion, or have suddenly come into wealth that needs care and attention, we’ve got the expertise to guide you.
Legacy is different. We’re a team with diverse backgrounds and the knowledge and experience that make all the difference. We offer exactly what you’re looking for: professional wealth management without limits and access to the cutting edge tools and data that you’ll need to keep costs low and manage your portfolio like an institution would.
Our clients benefit from access to open architecture platforms for their investment accounts and tools including:
- Custom Direct Indexing
- Separately Managed Accounts
- Custom-managed portfolios
- Smart technology supporting human decision-making
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®
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.