Private Wealth Consulting Services

Disciplined asset management for you, your legacy, and your heirs.

Legacy Strategic Asset Management clients include high net-worth individuals, families, family foundations, and family offices with investable assets up to and above $500 million. These clients have complex wealth management needs that are aligned with Legacy Strategic Asset Management's investment philosophy and disciplined investment and planning process.

Each private wealth client has unique needs and objectives. The Consultants at Legacy Strategic Asset Management can bring the following solutions to address each client's specific circumstances:

  • Multi-Generation Family Wealth Planning and Education
  • Investment Planning
  • Asset Allocation and Diversification
  • Comprehensive Performance Monitoring
  • Estate Planning Strategies
  • Special Needs Planning
  • Tax and Legal Professional Coordination
  • Active Risk Management
  • Succession and Exit Planning
  • Insurance Review and Strategies 

We listen with the intent to understand and we serve every client with a team approach.   There is comfort and continuity in having multiple layers of support which includes two consultants, a client service representative and an analyst.

Many of our private clients are philanthropic. We help to facilitate in the most effective and efficient philanthropic vehicles to achieve their charitable dreams.

If the responsibility for safeguarding, managing and growing your family wealth falls to you, let Legacy Strategic Asset Management work with you and your family to put together a comprehensive plan in an effort to meet your unique goals, expectations, concerns, and priorities.


Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. Wells Fargo Advisors is not a tax or legal advisor.