Our goal at Family Wealth and Legacy is to provide a sense of security for our clients through comprehensive private wealth management, strategic business planning and multi-generational planning.
Our clients benefit from our unique technical capabilities and our love of everything family and business.
We understand, better than most, that family businesses require a different set of skills than non-family owned companies.
We vow to be constant learners, focused on family-owned businesses, in order to best serve the needs of a thriving family enterprise.
Family Business Advisor
Director of Client Relations
Investment Operations Manager
Executive Producer; The Family Biz Show
Chief Investment Strategist
Director of M&A and Investment Banking
Director of Employee Compensation & Incentives
Director of Investment Planning
Director of Financial Planning
Director of Business Planning
Advanced Planning Attorney