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.
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.