About the Legacy Team
Our team emphasizes client care and comprehensive planning—not investment product sales. As a result, we provide guidance across a broad range of factors that contribute to your overall financial wellbeing that go beyond investment advice. This may include helping you make informed decisions about where to live in retirement, how to find the appropriate elder care resources for your needs, how to support the charities or groups you’re passionate about in the most tax-efficient manner, and much more. Our commitment is to walk beside you every step of your financial journey into and through retirement, serving as your advocate and guide. We believe this is a leading reason why so many of the client relationships we develop quickly become meaningful and enduring friendships.
Advisory Team
Client Service Team
Resources from our team
Blog
Team locations
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Barron’s - Top Mega RIA Firms 2024
Forbes - Top RIA Firms 2024
USA Today - Best Financial Advisory Firms 2025
CERTIFIED FINANCIAL PLANNERS (CFP®)
CERTIFIED PUBLIC ACCOUNTANTS (CPA)
JURIS DOCTOR (JD)
LOCAL OFFICES
USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24.