Recognition

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.

Wealth Manager Magazine

Legacy Consulting Group has been recognized for nine consecutive years in the magazine’s list of “Top Wealth Managers”. We are one of two Texas firms with that distinction. The report, which is based on average assets under management per client, began in 2001. 

Financial Advisor Magazine

Financial Advisor does an annual national ranking of the top RIA firms. The ranking is based on the percentage of growth in assets under management from the previous year. Legacy is pleased to have been recognized for 2006 and 2007.

 Texas Monthly Magazine

Both Steve Wachs and Roger Shake were recognized by Texas Monthly Magazine as Five Star Best In Client Satisfaction Wealth Managers in 2009.       

D Magazine

Roger Shake and Steve Wachs have been selected by D Magazine in their list of the Best Financial Planners in Dallas.  They were awarded this designation by vote from their peers in the Financial Planning profession.