Real People.
Real Legacy.
Legacy Wealth was founded with the simple mission
to serve the families of our community in a better way.
Legacy Wealth was founded with the simple mission
to serve the families of our community in a better way.
Legacy Wealth Management Group, Inc. was founded for one simple reason; so that our team members can help families with their financial needs and make genuine client service the core of every relationship. With more and more organizations trying to minimize the service they deliver to their customers, we have decided that we want to continue the traditional service model where there is time for face-to-face interactions and a desire to truly understand our client's life.
We believe that every client deserves dignity and respect, no matter where that are on their financial journey. Because of that core belief, we do not have account minimums and will work with every client, regardless of where they are on their financial journey.
We work with individuals who just sold their company for multiple millions, and we work with young families who just need a financial plan and some help getting started. We think everyone deserves good financial advice and to be provided with assistance to achieve their goals.
We are a fee-only Fiduciary and do not charge commissions or ticket charges on our client's account. We charge an asset-based fee and absorb all other charges, such as ticket charges and other custodial fees, to provide transparency for our clients. WE do not have any proprietary products and receive no other compensation apart from our fees that are billed to our clients.
We feel this is the best way to provide fairness in our practice and assures that we are always keeping your best interest at heart.
We also offer a free Financial Plan to all our clients, regardless of their investment size. Many firms charge thousands of dollars to provide this service, but we believe that this is an investment in the future. By going through the Financial Planning process, we can address any concerns that we may have regarding the alignment of your goals and current saving plan.
We try to think of this relationship as if we are the acting CFO and we are providing your family, the CEO, good advice, but allowing you to decide what plan makes the most sense for your family.
During your first meeting at Legacy, we just want to get to know you and better understand your situation. Our meetings are a relaxed, no stress environment as we conduct a financial check-up. The follow-up meeting will be to layout what our findings are and give you a roadmap to success. We are accessible. Every one of our clients has regular meetings with their advisor, we pick up the phone when you call, you will always have someone from Legacy that answers, never an outsourced third party or a confused phone menu that goes straight to voicemail. We want to understand where you are at in your journey, once you become a client you will experience a white glove service team. We have our own in house investment team that actively tracks the account and model performance.
As Client Relationship Manager at Compass Realty, I'm available seven days a week to ensure a Client Relationship Manager experience that exceeds your expectations. I have been in the real estate industry for over 15 years and have built my reputation on providing exceptional service to my clients. My expertise includes residential sales, investment properties, and first-time home buyer assistance. I believe in building long-term relationships with my clients and providing them with the knowledge and support they need to make informed decisions. Whether you're buying or selling, I'm here to guide you through every step of the process.
