Investment management

So you can focus
on what truly matters.

Secure your legacy

Sound financial planning

We measure our success by our clients’ peace of mind.

 

Sound financial planning isn’t about the dollars you have to spend; it’s about the legacy you will create. Family Legacy, Inc., understands why you earn, save, and invest. Since 1995, we’ve been helping families and businesses with multiple aspects of financial management, including investment strategies, retirement planning, estate planning, and more.

 

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services

Family Legacy takes a holistic approach to financial management, advising clients on various aspects of wealth, business and estate planning.

 

multi-family office

Managing estates, trusts and generations.

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multi-family office

Managing estates, trusts and generations.

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widowed or divorced?

Financial planning when life shifts.

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widowed or divorced?

Financial planning when life shifts.

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Invest for What Matters

"Sound planning and prudent living allow for a freedom of expression and a profound depth of relationship with family and friends. We seek to help all of our clients live in a space of abundance. In a word, most people eventually come to the understanding that financial independence provides them with freedom."

-- Christopher A. Brown, CPA, PFS, CFP®

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contact

Our advisors and accountants are ready to talk with you about your plans and goals. How can we help you create, preserve and pass on your legacy?

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