When you work with First Legacy Wealth Management you can expect that we will be fully devoted to doing what is best for you, not what is best for us. We make all of our recommendations based solely on how it best serves your near and long-term goals.

Our belief is that successful people and their families deserve right-sized financial advisory services, services that will help them achieve their short-term and long-term financial goals. That’s why we start each engagement with a deep dive into your finances. The purpose: to identify areas that may have been overlooked or can be leveraged to enhance the likelihood of you achieving your personal and long-term legacy goals.

Our approach to working with businesses and business owners is to start by identifying their most pressing financial issues and business concerns. Our goal is to help business owners plan and prepare for their future by helping them navigate the financial complexities of owning a business, including designing) and overseeing employee retirement plans and helping with succession planning.

To do so we make sure you are taking the appropriate investment risk for your desired outcomes and risk tolerance; manage the potential and set your expectations for future unpredictable negative events; utilize tax strategies to maximize opportunities and reduce taxation; and, establish a plan to transfer assets to those you care the most about in your lifetime and reduce the costs associated with the overall settlement process.