As independent fiduciaries, our goal is to alleviate financial anxiety so clients can focus on enjoying their lives

• 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.
• Perhaps the most important thing we can do as financial advisors is to communicate with our clients, whether news is good or bad, or the markets are up or down. Our responsibility is to stay in contact and to coach clients through difficult times.
• At Legacy, we are more than just your money manager; we’re trusted consultants offering objective advice in your best interest. 

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.

Mike Wren
CEO