Our Firm
Legacy Strategic Planning is a firm of financial experts representing multiple disciplines. We offer a holistic approach, dedicated to the total well-being of our clients and their families. We understand that a family’s financial needs extend beyond wealth management to include financial planning, estate planning, tax planning risk mitigation and more. We offer expertise and personalized service in a complete range of financial specialties—all in a single multifamily office.
Our
Difference
At Legacy, we know that no two clients are the same. We believe it’s our job to know and understand the nuances of each client’s unique objectives. Only then are we in a position to anticipate opportunities and issues. Only then are we able to assemble the expertise to drive your intended financial results.
While our expertise and services are rooted in years of experience and time-tested strategies, we are committed to innovation. We constantly evaluate the latest programs, plans, and tactics in the context of each client’s goals. Our combination of comprehensive expertise and commitment to understanding you and your family are the foundation of Legacy. That’s why your dreams are our goals.
