Wealth Legacy Group, Inc.

Wealth Legacy Group, Inc. works with high-net-worth families, privately held business owners, select individual and nonprofit clients, and institutional or trust-type entities to provide wealth planning, business succession and philanthropic planning, insurance guidance, and assistance with tax-deferred real estate investments such as Delaware Statutory Trusts and 1031 exchanges. The firm positions these services as integrated consulting engagements and may introduce outside registered advisers or specialists to provide implementation support when appropriate.

The firm structures investment implementation primarily through institutional third‑party managers and model platforms, using asset-allocation and long-term purchase strategies and coordinating discretionary management via those managers rather than by selecting individual securities in-house. It combines that approach with a proprietary planning process (the Critical Actions Roadmap) to organize multi-topic planning work, and it discloses that certain clients may be placed on performance-based arrangements available through institutional platforms.

Compared with many peers, the firm is small and principal-centered and discloses a range of non‑investment activities and relationships that are material to its business, including licensed insurance sales, business consulting work, promoter/referral agreements, and recent material changes described in its brochure; those affiliations and referral arrangements are explicitly disclosed as potential sources of conflicts. The firm also offers educational workshops and speaking engagements and emphasizes fixed-fee due-diligence work for specialized transactions, underscoring its role as a coordinating advisor that focuses on planning and implementation through outside managers.