Wood Legacy Group, LLC is an independent wealth management and financial planning firm based in Laguna Niguel, California. The company emphasizes a disciplined, transparent, and objective approach to help clients achieve their financial goals. As a Registered Investment Adviser (RIA), they act as fiduciaries, legally obligated to place their clients' interests first. Their core services include comprehensive financial planning, investment management, retirement planning, and estate planning, focusing on building long-term relationships based on trust and personalized guidance.

Founded in

United States