What We Do
From sophisticated strategies to simply lending an ear, Legacy has become a trusted partner to our clients. It’s what we’re most proud of.
Financial Planning
Our passion is planning. Sound planning breeds confidence. The kind of confidence delivered by a fiduciary advisory firm can create lasting impact for generations.
Investment Management
No exotic trends. Just time-tested investment techniques honed by experience and supported by history. Fear and greed don’t have a place in our investment committee. Discipline and experience drive all of our decisions.
Employer Solutions
It’s more than just your 401(k) plan. We support and educate your employees to create real value in your benefits program.
Our Clients
No matter where you are in your financial journey, Legacy has the expertise and tools to help you find the answers.
We offer services for both individual and corporate clients, including:
Expect your initial consultation to feel more like an informal chat. You’ll want to get to know us and we’ll want to learn more about you. Don’t expect charts and graphs at this meeting. This is a low pressure environment where your questions are welcome. Usually it doesn’t take long to discover if there is a fit and if a formal engagement is appropriate.
Individuals & Families
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Employers
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