About WEALTH LEGACY GROUP, INC. – Your Trusted Financial Partner
WEALTH LEGACY GROUP, INC. is a leading financial services firm established in 1995 with a mission to provide comprehensive financial planning and investment management services to clients. The company is committed to helping individuals and families achieve their financial goals and create a lasting legacy for future generations.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment strategies
- Provides ongoing support and guidance to help clients reach their financial goals
- Offers a range of financial services to meet various needs and objectives
- Focuses on building long-term relationships with clients based on trust and transparency
Facts and Insights
In 2019, WEALTH LEGACY GROUP, INC. managed over $500 million in assets under management and had a team of 10 experienced financial advisors. The firm has a national reach and serves clients from various industries and backgrounds.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $500 million | 10 |
Financial Services Offered
WEALTH LEGACY GROUP, INC. offers a wide range of financial services to help clients reach their financial goals. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance solutions
- Wealth preservation strategies
- Business succession planning
Client Types
The firm serves a diverse group of clients, including individuals, families, high net-worth individuals, and business owners. Whether you are just starting your career or planning for retirement, WEALTH LEGACY GROUP, INC. has the expertise and resources to help you achieve your financial goals.
Fees & Compensation
WEALTH LEGACY GROUP, INC. believes in transparency when it comes to fees and compensation. The firm typically charges a percentage of assets under management, and may also charge a flat fee for financial planning services. Clients are provided with a detailed breakdown of all fees and expenses before any services are rendered.
Background
The team at WEALTH LEGACY GROUP, INC. has a wealth of experience and knowledge in the financial industry. The firm’s advisors have a minimum of 10 years of experience and hold various certifications and designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise allows the firm to provide clients with high-quality financial advice and personalized solutions.
Financial Advisor Disclosures to Know
As a trusted financial partner, WEALTH LEGACY GROUP, INC. is committed to upholding the highest ethical standards. The firm believes in full transparency and always discloses any conflicts of interest or potential risks to clients. Additionally, all advisors adhere to the fiduciary standard, meaning they always act in the best interest of their clients.