WEALTH MANAGEMENT
New Legacy Group provides family office services and wealth management for families, high net worth individuals, and our own principals' capital. Our client relationships often begin with investment advisory services and may extend to include trusteeship, foundation management, lifestyle management, and other such services.
We work with each family to develop a customized solution that is designed to achieve their desired investment goals. We specifically enjoy working with the next generation to aid, in any way we can, their initial journeys into the investment world.
