Who We Serve
Helping You Manage Your Financial Journey
Finding the right financial advisor means connecting with someone who genuinely understands your life’s ambitions and developing a plan that addresses the unexpected twists and turns that may come your way.
We work with successful individuals, families, and businesses looking for a highly personalized approach to wealth management. Regardless of where you are in your financial journey, we’re here to help you find solutions to your concerns and pursue what is most important to you.
Individuals Transitioning to Retirement
Your retirement will likely look different from your grandparents’ retirement. That’s why we approach this stage with an open mind; helping you visualize what’s possible as you reach the threshold of financial independence.
Business Owners
As our busiest clients, you face unique challenges we’re more than equipped to deal with. We’re usually not your only professional partner, but we may be the only one comfortable communicating with your entire professional team and getting everyone on the same page. It’s what we do, so you can focus on growing your company.
Executives with Equity Compensation
You’ve poured your heart and soul into your career. Now, you want to leverage every perk at your disposal. Your goal is to fully capitalize on your benefits, all while keeping that daunting tax bill at bay.
Spouses Going Through Divorce
Experiencing a divorce brings a whirlwind of emotions and financial challenges. You need a trusted partner who can help you navigate this complex period more smoothly so that both your immediate and future needs are prioritized.
Businesses Seeking Added Value for Employees
Offering competitive benefits is just the beginning. We’ll work with you to make sure your employees know how to maximize what you’ve given them. Only then can they fully realize the financial and mental wellness you’ve invested in. More than a retirement plan, your partnership with Legacy provides them life-changing education provided by fiduciary financial planners.
Let’s See if We’re the Right Fit
Our first meeting is more of a friendly conversation than a formal consultation. It’s a chance for us to get acquainted and for you to share a bit about yourself. And we promise….we won’t use confusing financial jargon.
