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 Advisory Group, LLC 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.

Leadership

Latest Blog Posts

2017 Q3

Market Update As the last quarter of 2017 begins, market sentiment continues to be overwhelmingly positive.  The calm in the markets we wrote about last quarter has proven to be resilient.  It seems nothing will scare off the unicorns grazing on the front lawn of the New York Stock Exchange. Geo-political tensions may rise (North […]

2017 Q2

Market Update – The Great Complacency If no news is good news, then all I have is great news for you today. The first half of this year has seen stock markets across the globe make steady upward climbs.  The indexes in the chart below represent major markets across the world.  As you can see, […]

2017 Q1

I don’t know if we could pass a Mother’s Day Resolution right now. –     Representative Matt Gaetz as quoted in the Wall Street Journal March 25th, 2017 Easier Said than Done Since the election of Donald Trump to the office of the President of the United States, the US stock market has been on a […]

2016 Q4

President Donald Trump Does that look right to you yet?  The day after the election I sent a good friend of mine a message….”President Elect Donald J. Trump.  There.  Just had to give it a go and see if it feels more real.”  It didn’t really help.  Whichever side of the election you were on […]

All Quiet on the Western Front

After nearly two years of relative uncertainty, marked with brief moments of extreme pain, U.S. equity markets are enjoying a long run of relative calm. The S&P 500 has now posted 5 months in a row of positive returns and is up 7.66% through the end of July. Over the same time period the venerable […]