For many, planning for a secure retirement is a top financial priority. Some never plan to fully retire but want to know they’ve reached financial independence. We define this as having investable assets that produce enough annual income to cover your lifestyle needs. Our retirement planners will work to understand your current financial situation and help you make informed decisions. We’ll model projections of your retirement needs and the most effective ways to reach your income goals.

Wealth management is essential for high-net-worth individuals and business owners. We develop sophisticated strategies for investments, banking, philanthropy, and inter-generational asset transfers. Our expert wealth management services consider tax implications, asset protection, risk management, legacy goals, and more.

In addition to serving individuals, we pride ourselves on our experience advising businesses, family offices, professional practices, and charitable foundations across the United States. Our model focuses on the 3 Wins: Shareholder Win, Company Win, and Key-Leader Win.

A core focus of our team is thoroughly researching and continually monitoring investment options to create diversified, risk-calibrated portfolios. At Legacy, we believe in integrating faith and values into our investment management approach. Our portfolios are tailored to your specific needs, goals, and values.