About First Legacy Wealth Managment
Our financial services include financial planning, portfolio management and tax planning for individuals, families and businesses. Our clients enjoy the following benefits:
- We understand the full picture of our clients’ financial situations, ensuring more comprehensive recommendations.
- Down-to-earth advisors who listen well and can explain complex financial concepts in easy-to-understand terms.
- Our strong sense of who we are, and our understanding and acceptance of each of our clients for who they are.
Our goal is to provide you with long-range planning allowing you to plant today for the rewards you seek to reap tomorrow.
Our Values
Our values describe the collective behaviors our company strives for and what’s important to us. Our values represent who we are, not who we want to be.
Honesty. We are admired and respected for our commitment to honesty. We do the right thing – even when no one is looking.
Integrity. We believe integrity creates trust. It is our most valuable asset.
Education. We will explore what specific knowledge will be needed to pursue success in your situation, by first thoroughly understanding your situation, then providing the necessary resources to facilitate your decisions.
Accountability. We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps you need to take, and regularly review your progress towards achieving them.
Personalized. We bring insight from the outside to help you avoid emotionally driven decisions in important money matters.
Proactivity. We work with you to anticipate your life transitions and to be financially prepared for them.
Partnership. We attempt to help you achieve the best life possible but will work in concert with you, not just for you, to make this possible.
