ourstory
It all started over a couple sub sandwiches
Three friends, a shared conviction, and a belief that families deserved a better way to be served.
The founding of Legacy Wealth Management Group
Jake, Josh, & Branden buy the building at 1971 English Tavern Rd.
Putting down roots — building the team that would set Legacy apart.
Refining the systems and processes behind our white-glove service.
Deepening relationships and expanding the families we serve across Virginia.
When it mattered most, we showed up — 14 client videos guiding families through an uncertain year.
Legacy in Lights, a drive-thru Christmas lights display, was started to bring Christmas cheer into the community all Christmas season!
We added more leaders, with new disciplines, all with a relentless focus on white-glove service and building the authentic advisor.
Legacy Vision established
Jake, Josh, & Branden establish together a conglomerate of companies.
One team across Wealth, Vision, Invest, Insurance, Support, Compliance & Creative.