Legacy Strategies, LLC is a financial services firm specializing in integrated wealth management and transfer strategies. The company focuses on a collaborative, team-based approach, working alongside clients' existing advisors to create and implement comprehensive plans for estate planning, business succession, retirement, and charitable giving. Their mission is to help clients manage, preserve, and transfer their wealth effectively to create a lasting legacy. While they offer access to investment and insurance products, their core business is the strategic planning and coordination of a client's complete financial picture.

Founded in

United States