Our Clients - Legacy-Advisors

Our
Clients

Their
Unique Values & Needs

Through their own efforts, the clients of Legacy Advisors have accumulated significant wealth.

Often their wealth has been earned through ownership of a privately held corporation or a senior executive management position of a public company.

This wealth has created many opportunities, but at the same time concerns and challenges. Our clients have a strong desire to be organized, but understand time pressures make it difficult to accomplish. They have concerns about maximizing their wealth while also building a family with solid values. They are concerned about the impact of their wealth on their children and grandchildren and have a strong desire to support their community and those less fortunate.

Financial goals are an important part of any plan, but these goals stretch beyond financial.

Our clients work hard to accomplish their personal objectives. Their character and values define their identity. This is what is most important to our clients and the legacy they work hard to instill in their families.

Our clients demand expertise and experience in their advisors and build long-term, trusting relationships with them. They have accomplished lifetime security and know they will be remembered as someone who made a difference, cared for and created opportunities for future generations.

Legacy Advisors
Core Values

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Positive Attitude

When others see problems, we see opportunities.

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Respect

We listen and treat everyone, regardless of their differences, with openness, empathy and compassion.

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Always Do The Right Thing

“Integrity is doing the right thing, even when no one is watching.” C.S. Lewis

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Client First

Our top priority is serving our clients and looking out for their families.

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Work Hard

We get the job done, and work hard in doing so.

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Excellence

We combine exceptional technical expertise with highly attuned emotional intelligence to deliver excellence in your client experience.

Have Your Family
Join Our Family

We advise highly successful families on the unique challenges and opportunities created by their success.  Our clients work hard to accomplish their personal objectives. Financial goals are an important part of any plan, but these goals stretch beyond financial. Their character and values define their identity. This is what is most important to our clients and the legacy they work hard to instill in their families.

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