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.
Our passion is planning. Sound planning breeds confidence. The kind of confidence delivered by a fiduciary advisory firm can create lasting impact for generations.
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.
401(k) and Business Solutions
It’s more than just your 401(k) plan. We support and educate your employees to create real value in your retirement benefits.
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: