Family Wealth and Legacy, LLC is a Registered Investment Advisor (RIA) dedicated to helping clients build, manage, protect, and transition their wealth across generations. The firm operates on a fee-only basis, meaning they are compensated solely by their clients, which aligns their interests and avoids conflicts associated with commission-based products. They provide comprehensive financial planning, portfolio management, and legacy planning services, focusing on creating personalized, long-term strategies for individuals, families, and business owners.

Founded in

United States