Who We Serve

The Legacy Wealth Ideal Client...

• Is a financial delegator.  They let us handle all of their "financial stuff".
• Is passionate about their goals and realizes that pursuing them requires both money AND planning.
• Has the desire to preserve and/or potentially increase invested assets.
• Enjoys the simplicity, freedom, and confidence that comes from having all of their financial assets under the watchful eye of a trusted advisor
• Values the work we do and is comfortable with our way of doing business and the way that we are compensated
• Understands that the best way to build our Ideal Client Community is by their willingness to introduce us to other people who share these common characteristics
• Are not a "performance chaser" in relation to their investments, but have realistic return expectations to be generated in a prudent manner
• Focuses on what is really important to them and they want to hear the truth from us, both good and bad
• Allows us into their lives on an intimate level, so we can tailor a true wealth plan specifically for them