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Long Live Your Legacy

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Your wealth reflects your time and talents. How you choose to spend it reflects your wealth’s true purpose.

Our purpose?

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Creating investment plans that help fuel a legacy focused on longevity, brimming with multi-generational opportunity.

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Is This You?

retired couple kayaking

Retired

(or about to be) and wanting your 401(k) or IRA to outlast yourself?

Here’s How We’ll Help You
business people discussing

A Successful Business Owner or Exec

looking to use your professional achievements to fuel your personal goals?

Here’s How We’ll Help You
young family

A High Earner who's Not Rich Yet (or HENRY for short)

who wants to lay the foundation to sustain your lifestyle?

Here’s How We’ll Help You
large family on patio

A Multi-Gen Household

that wants your life and those of your heirs filled with financial confidence?

Here’s How We’ll Help You
older man on the beach with a dog

A Surviving Spouse

who wants to honor the wealth you created with your partner?

Here’s How We’ll Help You

Our Team At-A-Glance

100+ years of combined experience

Hundreds of investing plans created and updated

90% of clients are referrals

Why Consider Legacy Investment Consulting Group?

Planning comes first, second and third here.

Why? Because we think about the success of you, your kids and your grandkids (at minimum).

For us, it’s personal.

We believe our ability to connect with clients is second-to-none — and that’s why we’re able to customize and refine investment strategies for each individual.

We strive to account for everything.

Best-case scenarios. Worst-case outcomes. Time-tested allocations. Tax-smart placements. You name it, we’ve probably already considered it.

Learn More About Us

Legacies Don’t Happen By Accident

In fact, they’re planned deliberately and created intentionally with a proven investing process experienced by hundreds of clients.

Experience It Yourself