Founded by Nick and Kimberly Nefouse, Wealth Legacy Institute is a Denver-based firm that provides comprehensive financial planning and investment management services. Operating as a fiduciary, the company emphasizes a holistic approach called the "True Wealth" process, which integrates a client's values and goals with their financial strategy. Their services cover retirement planning, investment management, estate planning, and tax strategies, primarily for individuals, families, and business owners seeking to manage and grow their wealth across generations.

Founded in

United States