Provide "best of class" quality cost effectively
Legacy Resources was established as a Registered Investment Advisory firm
to assist wealth holders in controlling pre-tax net worth for the sake of the family members
and their charitable purposes.
The company specializes in managing the complexities of wealth, both financial
and non-financial, and the wide-ranging questions it creates. A client relationship is easy to
begin. It starts with a “Financial Check-up”. This service includes a two hour discovery
dialogue about your goals and objectives and a thorough review of your financial and legal
Working together, we determine the next steps which are right for you.
Services are offered individually so that you may select, tailor, and integrate those that are
The professionals at Legacy Resources understand it is not the value of what
you own that matters most, but rather the depth of what you value. Our entire process is
focused on understanding this first and foremost. Our services are measured by the results
we deliver for our clients: "best of class" quality achieved cost-effectively.