The Legacy Group, LLC is a US-based, multi-generational wealth management firm that acts as a fiduciary for its clients. The firm focuses on simplifying the financial lives of individuals, families, and business owners by offering integrated services including investment management, retirement planning, estate planning, and tax strategies. Founded on the principle of providing objective, client-centered advice, the company utilizes a team-based approach to create and manage customized financial plans and investment portfolios.

Founded in

United States