Sierra Legacy Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sierra Legacy Group provides asset management and financial planning and consulting to individual and high net worth clients, managing roughly $152.7 million in discretionary assets across 24 client relationships. The firm offers tailored portfolio management with ongoing supervision and standalone planning or consulting services that include investment planning, retirement and estate planning, tax planning, cost segregation studies, corporate structure and real estate and mortgage/debt analysis.
The firm constructs individualized portfolios and conducts at least quarterly reviews and rebalancing under discretionary authority, using fundamental analysis and a mix of vehicles such as ETFs, mutual funds, private funds and private placements. Investment strategies described in the brochure range from long- and short-term equity positions to option writing, short sales and margin transactions, and custody and execution services are provided through Charles Schwab Advisor Services.
What is noteworthy is the firm’s affiliation with M Holdings Securities and its licensed insurance activities: representatives are registered representatives of M Holdings and licensed insurance agents, and the firm offers commissionable products, including private placement annuities, variable life insurance and solicitations into private placements (including arrangements involving Eastern Shore and Global Value Advisors). The combination of a small, two-advisor team serving a concentrated group of high-balance clients together with these broker-dealer and insurance affiliations is an atypical business mix relative to peers and is disclosed as presenting potential conflicts of interest.
Client services
Expertise
Fee options
Flat fees range from $1,500 to $10,000 for financial planning and consulting services
$0 - $499,999: 1.35% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.90% $5,000,000+: Negotiable
Commissions on securities sales including mutual funds; variable life insurance; private placement annuities through broker-dealer affiliate.
$200/hr for Principal; $150/hr for Design Analyst; $60/hr for General Administrative Staff
Account minimum: $500,000 minimum household balance for Asset Management service (may be negotiable)
Main office
See office6424 E. Greenway Parkway, Suite 100
Scottsdale AZ 85254
Advisors at this office
2
Offices (2)
Most active in
Arizona · California · Nevada
Also doing business as
Cypress Advisory Group, LLC · Cypress Strategies · Sierra Legacy Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Geoffrey G
Series 63, Series 65
Scottsdale, AZ
Sierra Legacy Group
Geoffrey Grenert is a financial advisor with Sierra Legacy Group in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been involved with Cypress Advisory Group and Grenert Financial Group since 2007 and has maintained a relationship with M Holdings Securities since 2006. Outside of his advisory work, Grenert serves as a board member of the MLBPA Players Trust and is engaged in baseball training and sports product development. Sierra Legacy Group provides asset management and financial planning services to individual and high net worth clients, managing approximately $152.7 million in discretionary assets. The firm constructs tailored portfolios using fundamental analysis and a variety of investment vehicles, conducting regular reviews and rebalancing under discretionary authority.
Garrett G
Series 65
Scottsdale, AZ
Sierra Legacy Group
Garrett Grenert is a financial advisor with Sierra Legacy Group in Scottsdale, AZ, holding a Series 65 designation and bringing five years of industry experience. His prior roles include positions at Cypress Strategies and M HOLDINGS SECURITIES, Inc., as well as operating Grenert Financial Group, LLC. He also has experience in the food service industry with JJ's Pie Company. Sierra Legacy Group provides asset management and financial planning services to individual and high-net-worth clients, managing approximately $152.7 million in discretionary assets. The firm offers tailored portfolio management with ongoing supervision, utilizing a range of investment strategies and vehicles, and combines advisory services with licensed insurance activities through its affiliation with M Holdings Securities.
Matthew M
Series 66
Reno, NV
Sierra Legacy Group
Matthew Marcewicz is a financial advisor at Sierra Legacy Group in Reno, NV, holding a Series 66 designation with 21 years of industry experience. He has been with Sierra Legacy Group since 2016 and has also worked at M Holdings Securities, Inc. since 2019. Outside of his advisory role, he is the managing member of Longship LLC, a non-investment-related business managing payroll functions. Sierra Legacy Group provides asset management, financial planning, and consulting services to individual and high net worth clients, managing approximately $152.7 million in discretionary assets. The firm offers tailored portfolio management with ongoing supervision, using fundamental analysis and a range of investment vehicles, and conducts quarterly portfolio reviews and rebalancing under discretionary authority.
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