Thoughtful guidance to help you live your life’s passions

Our mission is to serve our clients’ financial needs with integrity, wisdom and clarity.
Forbes 2025 Best-In-State Wealth Advisors Badge

For a fifth time Legacy Wealth Management is pleased to have been included in the Forbes Best-In-State Wealth Advisors. Learn more

With you as the focus of our attention, we first listen, then endeavor to provide objective, tailored advice, planning and management. We seek to instill confidence in our clients so they may enjoy life and their pursuits, and we aspire to be a trusted, long-term financial partner, accomplishing our clients’ goals with present and future generations in mind.

Trusted Partner

We believe investment management provides an essential solution for individuals and families of wealth, but is only a single-focused part of a family’s overall wealth strategy.

For Legacy Wealth Management clients, we believe our responsibilities exceed such a narrow definition and limited relationship, and includes effective administration across many distinct financial roles involving taxation, banking, estate planning, real estate, risk management and others.

When viewed as a strategy, we believe wealth is a partner that provides families the freedom and peace of mind to venture alongside their life’s passions. In other words, a wealth management strategy involves not only building portfolios, but enabling lifestyles.

“Shirtsleeves to shirtsleeves in three generations.”


The early 20th Century quote above, often attributed to Andrew Carnegie, means the wealth created in the present generation is usually lost by the third generation. Life cycles are not defined simply within a corporation or single person, but includes a family and even wealth. There are instances when wealth doesn’t seek a second generation, thus execution of one’s wealth strategy is simplified. To reach subsequent generations, however, requires financial literacy through ongoing education, understanding family history and embracing family values.

More than just investing

We go beyond the standard financial framework to help you achieve the freedom and flexibility you need to pursue your passions today, and for generations to come.

What can we do for you?

Performance is important, but we think client objectives are superior. We adapt and tailor our approach to meet your unique needs.

Let’s discuss your future

Face-to-face works best for us. We want to know all about you and your life goals and dreams. Only then can we help you plan and reach your future.

Every great journey begins with a single step.

Tell us about yourself and find out if Legacy is a good fit for you.