Wealth Management

Wealth Management

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.

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.

Leadership

Latest Blog Posts

All Quiet on the Western Front

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 […]
2016 Q2 Commentary

2016 Q2 Commentary

Please Brexit at the Next Vote On June 23rd the United Kingdom voted to leave the EU. Prior to the vote polls indicated the populace would vote to remain in the EU but we were all reminded why polls come out with a margin of error. The outcome of the vote caused a degree of […]
The Value of Process

The Value of Process

Whenever I’m in a conversation with someone and my job comes up I’m almost invariably asked if part of what I do is help people budget.  Usually I respond with a zealous, NO!!!  I have no interest in telling people what they should be spending on their hobbies or caffeine consumption.  And the good news […]
A Ski Resort in Florida

A Ski Resort in Florida

In his book, The Most Important Thing, Howard Marks recounts the fictional tale of a man with an insane business idea: open a ski resort in Miami.  Competition would be sparse, to say the least.  The man invested money in the land, infrastructure and ski lifts.  His first season in business a blizzard hit bringing […]
The Future Benefit of Roth IRA’s

The Future Benefit of Roth IRA’s

If you want to an evening of contemplative reading google the phrase traditional vs roth ira.  It seems that every financial institution has information to help investors make the decision on which type of IRA to use.  For those who already have a Traditional IRA there are countless calculators that can help you determine whether […]