Welcome to Legacy Group

Wealth Management is our Craft

Craftsmanship…an almost forgotten word in our fast paced society.  Craftsmanship implies a great depth of knowledge and skill expertly applied with a deliberate and conscientious mind to the task at hand. The craftsman uses their years of study and experience combined with a methodical, deep work ethic to attend to details overlooked by less skilled hands. The product of their work is of the highest quality.

At Legacy, wealth management is our craft.  Years of experience and a continual commitment to providing a high level of depth to our planning allows us to craft a wealth management plan of the highest quality for our clients.  All areas of our client’s finances are examined, analyzed and addressed in our planning process.  We attend to the often overlooked details by integrating the various financial disciplines into one comprehensive plan built to address our client’s goals and grow and preserve their wealth.

Our professionals have a deep understanding of money and the planning process. By developing comprehensive wealth management plans we help our clients access the resources required to accumulate and preserve stable income streams for business and family needs. Our clients know their financial affairs are a priority to us.  As financial advocates we identify alternatives, study the feasibility of each, disseminate results in bottom line details and provide methodical plans of action.  Our interdisciplinary team approach allows reason and discipline, rather than emotion, to be the decision making guide.

Once engaged by our clients we work to maintain and manage their plans through their changing lives, shifting economic conditions and evolving tax laws. While each client is unique, the overarching goals are always the same…the growth and preservation of wealth.

If you would like to learn about how Legacy can work with you, please contact us today.

About Legacy Advisory Group

Legacy is a vertically integrated wealth management practice devoted to helping our clients achieve success in their financial lives.   We focus on the creation, accumulation and preservation of wealth for a select group of clients.  We hold ourselves to the highest standards of professionalism, integrity and trust and strive to be regarded in both word and deed as competent, caring advocates for our clients.

Legacy Advisory Limited Company is a registered investment adviser with the states of Kansas & Missouri and may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.

Leadership

Latest Blog Posts

2018 Q4

Happy New Year.    Last year while writing the year-end commentary, we were contemplating the Zen-like calm that had taken over the markets.  Nothing could scare investors: rising interest rates…no biggie; potential trade wars…nothing to see here; geo-political conflict with North Korea…why worry?   But we all knew the calm would not last.  In that commentary […]

2018 Q3

Global Trade – Keeping It Brief The last two commentaries were largely focused on the developing global trade war…which country has said what, who’s threatened who with which tariffs, etc. Trade continues to be the dominating geo-political event moving financial markets, but quite frankly, writing about it is starting to feel like writing the gossip […]

2018 Q2

Freeish Trade In the last commentary we made the following comment:  Will there be a trade war?  In our opinion, it seems unlikely.  Thus far, the Trump administration’s actions regarding almost any policy have been more measured relative to the President’s rhetoric. This trend appears to be continuing with foreign trade. Well, the trend broke.  […]

2018 Q1

Well, look at that…the market does go both ways.     2018 started by continuing the calm, steady, upward market climb we have experienced for the last two years.  By the end of January, the S&P had gained 6%.  Then the seemingly unthinkable happened…the market had a bad day and just days later  was in a […]

2017 Q4

2017 was a banner year for markets.  Rarely in history have the markets displayed such consistent increases.  We first noted the calm in the market in our 2017 Q1 commentary, and that theme continued through the year.   Looking specifically at the S&P 500 through 2017, we can see:  At no point did the market close […]