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The Legacy Group offers a variety of financial consulting services.
- Full Service Financial Consulting
Based on a financial plan prepared just for you, our full-service, Fee-Only financial planning process offers individualized service and professional advice.
- Fee-Only Professional Asset Management
At The Legacy Group, Ltd., all assets are managed on a Fee-Only basis. To that end, we offer professionally managed portfolios through the SEI Wealth Network.
- Guidance for Institutions and Non-Profit Organizations
In addition to helping individuals and families guide their wealth along the path of greatest good, The Legacy Group, Ltd. has special expertise and experience working with institutions and non-profits. We understand the challenges that Foundation boards face and are prepared to assist you.
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