services-investment-management

With a global economy that is constantly changing and thousands of investments to choose from, investors often find themselves with too many choices and not enough advice.

Your Legacy team is ready to be a trusted advisor, helping navigate the complicated economic environment and make decisions that best reflect your goals and desires.

Legacy’s wealth accumulation strategies are built around the concepts of asset allocation and portfolio diversification. Time, not timing, is the most important ingredient to creating wealth. Our investment planning process helps our clients:

  • Develop clear and realistic financial goals
  • Prioritize their objectives
  • Help efficiently manage the taxes related to your investments in a manner consistent with a client’s overall financial plan
  • Identify and address the various types of risks that can plague an accumulation strategy

Balancing wealth preservation and asset growth has always been a challenge. By looking at a client’s entire financial picture, we provide sound advice on how to manage these conflicting objectives.