Legacy Practice Information

Legacy is a boutique financial planning and wealth management firm for the busy professional, medical community and affluent clients. Legacy's unique offering allows for flexible planning and a depth of knowledge, wisdom and resources in traditional as well as non-traditional wealth creation strategies such as real estate ownership, business startups, acquisitions and sales. If you have dreams and aspirations, but don't know how to get them off the ground, if you'd prefer for someone to coordinate your finances and wealth management as a personal CFO, Legacy is the place for you!