Legacy is an independent agency catering to individuals and families. We understand the unique challenges that many people struggle with when managing wealth, and the pitfalls of making an unwise decision. For more than two decades, we have served as a trusted partner for individuals and families, providing guidance and solutions based on a thorough understanding of each client’s situation and goals.

We bring proven expertise on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships.

Our goal is to provide personal service coupled with current and extensive financial knowledge. We navigate the course for our clients to follow. A well-diversified portfolio, a long-term investment horizon and a documented plan enables our clients to reach their goals. Whether just starting out in the accumulation phase or retired in the distribution phase and wealth transfer.

Legacy focuses our attention on the client because our loyalty is to them and not the company, we place the business with.