Founded by R. J. Kelly, Wealth Legacy Group, Inc. is a financial services firm based in La Jolla, California, dedicated to guiding clients toward their long-term financial goals. The company focuses on a holistic approach to wealth management, providing customized strategies for high-net-worth individuals, families, and business owners. Their core services include estate planning, business succession planning, investment management, wealth preservation, and philanthropic planning, with a mission to help clients create and maintain a lasting financial legacy.

Founded in

United States