Private Wealth - Planning

At Legacy, each of our high net-worth private clients have different goals , objectives and life dreams. No one investment and planning strategy is right for everyone. For this reason, Legacy utilizes a powerful investment planning tool called "Envision".

The Envision planning tool allows your Legacy consultant to dig deep into every aspect of your financial life, develop a meaningful plan, and perhaps most importantly, track that plan during every change in your life and the financial markets. We feel this type of powerful life planning truly gives direction and comfort to our clients.