A complete list of active advisors currently associated with Wealth Legacy Group, Inc.

Warmer can help you find a great advisor at Wealth Legacy Group, Inc. or one who fits your needs even better.

Wealth Legacy Group, Inc. primarily serves high-net-worth families, privately held business owners, institutions, trusts, and select nonprofit clients, typically working with investible assets at or above $1 million. The firm provides wealth planning and consulting services that include business succession and transition planning, philanthropic planning, insurance advice, and assistance with Delaware Statutory Trusts (DSTs) and IRC §1031 exchanges. The firm’s investment work is delivered through third‑party institutional platforms and model managers rather than through in‑house security selection; asset allocation and long‑term strategies are implemented based on client goals, risk tolerance, and time horizon. Wealth Legacy maintains discretionary authority for hiring and firing those third‑party managers and offers a performance‑based fee option through its institutional partners that is available only to qualified investors and uses high‑water mark measurement. Distinctive elements in the brochure include a structured consulting product — the proprietary Critical Actions Roadmap™ offered at fixed fees with multi‑tier options for multi‑generational and business succession planning — and a regular, if occasional, program of educational seminars and workshops. The firm’s principal is also a licensed insurance agent and the brochure discloses that a material portion of firm revenue and time is derived from insurance product representation, and the adviser routinely co‑counsels with other registered advisers or specialists when clients require specialized expertise.

To learn more about the advisors currently working at Wealth Legacy Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.