Legacy Consulting Group is an independent wealth management firm registered with the Securities and Exchange Commission as a Registered Investment Advisor (RIA). Our firm was formed in 1997 by Roger Shake and Steven Wachs who are both Certified Financial Planners (CFP^®). Roger is also a Registered Life Planner (RLP^®).  

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Legacy Consulting Group is a Financial Life Planning^® and Wealth Management firm dedicated to providing highly personalized service to a limited number of families. Our mission is to provide our clients the opportunity to live a great life. We believe money is a means, not an end. More important than building a pile of money is building a plan for that money. That plan is as unique as each one of our clients. That’s the reason we ask a lot of questions about our client’s lives, dreams, plans as well as about their money.  

Robert Casey, editor of Bloomberg Wealth Manager, stated “The value of professional financial management continues to grow during these challenging times. Investors realize the value of entrusting their wealth to professional advisers.”At Legacy Consulting Group, we count it as a blessing to be recognized by both national and local publications. Our focus remains on helping provide our clients the opportunity to lead more prosperous and fulfilling lives.

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