Legacy is an independent financial advisory firm that provides passion-fueled, personal financial guidance to individuals, families, and closely-held businesses in the Sarasota, Florida Area.
The world of financial planning is teeming with ways to misalign your money and your real purpose. Legacy commits to clearing the confusion, uncertainty, and complexity so you can live your passions.
Our state will always attract tourists and temporary guests, but Legacy is here to stay.
We provide visibility into exactly where all your money stands, every day, on a single pane of glass.
As independent registered investment advisors, we build your solutions with an open architecture. That means we take advantage of, but do not limit ourselves to, the relationships below: