Through their own efforts, the clients of Legacy Advisors have accumulated significant assets. Often their wealth has been earned either through ownership of a privately held corporation or a senior executive management position of a public company.
This wealth has created many opportunities, but at the same time concerns and challenges. Our clients have a strong desire to be organized, but understand time pressures make it difficult to accomplish. They have concerns about maximizing their wealth while also building a family with solid values. They are concerned about the impact of their wealth on their children and grandchildren and have a strong desire to support their community and those less fortunate.
Our clients work hard to accomplish their personal objectives. Financial goals are an important part of any plan, but these goals stretch beyond financial. Their character and values define their identity. This is what is most important to our clients and the legacy they work hard to instill in their families.
Our clients demand expertise and experience in their advisors and build long term, trusting relationships with them. They have accomplished lifetime security and know they will be remembered as someone who made a difference, cared and created opportunities for future generations.