General Info

Our goal at Family Wealth and Legacy is to provide a sense of security for our clients through comprehensive private wealth management, strategic business planning and multi-generational planning. Our clients benefit from our unique technical capabilities and our love of everything family and business. We understand, better than most, that family businesses require a different set of skills than non-family owned companies. We vow to be constant learners, focused on family-owned businesses, in order to best serve the needs of a thriving family enterprise.