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Legacy Consulting Group

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Legacy Consulting Group

Mission statement:

Legacy Consulting Group is a Financial Life Planning and Wealth Management firm dedicated to providing highly personalized service to a limited number of families. Our mission is to provide our clients the opportunity to live an inspired life. We believe money is a means, not an end. More important than building a pile of money is building a plan for that money. That plan is as unique as each one of our clients. For this reason, we focus our questions on our clients' plans and dreams, not just their finances.

Overview:

Legacy Consulting Group is an independent wealth management firm registered with the Securities and Exchange Commission as a Registered Investment Advisor. Our firm only conducts business in states where it is properly notice files or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Our firm was formed in 1997 by Roger Shake and Steven Wachs who are both Certified Financial PlannerTM professionals. Roger is also a Registered Life Planner (RLP®) and a Certified Financial Transitionist (CeFTTM)
Financial Life Planning
It starts with a conversation.

Financial Life Planning is one of the most important services that successful people use to create an extraordinary life. By broadening the conversation from asset management to life management, we can help you develop a plan to use your money to make a life rather than using your life to make money.
Wealth Management
Personal. Purposeful. Perspective.

Wealth management should be a personal experience. Your unique life goals should be considered along with your risk tolerance. Only then can a customized portfolio be constructed in which each investment holding has a specific purpose. Legacy Consulting Group brings an objective perspective to the ongoing management process so that emotions don’t dictate wrong investment actions.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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