For Our Clients

For Our Clients

New Staff For Leading Metroplex Financial Firm

(PLANO, TX) Legacy Consulting Group, consistently one of the highest recognized Financial Life Planning and Investment Advisory firms in the Metroplex, has recently added new staff and expanded capabilities.

“Top Wealth Manager” Wealth Manager Magazine

Wealth Manager recognizes the nation’s leading advisory firms in an annual report based on the average assets under management per client. Legacy Consulting Group has the distinction of being one of two Texas firms to be recognized for nine consecutive years.

Magazine Ranks Plano Firm In Top Registered Investment Advisors List

PLANO, TX – Legacy Consulting Group of Plano has been named by Financial Advisor magazine to its 2013 independent ranking of Registered Investment Advisors (RIA). The recognition was published in the July 2013 issue and is based on assets under management. 
This is the fourth year Legacy has been on the top advisor list. The firm is ranked in the Top Ten of all firms listed in the Metroplex.
Legacy Consulting Group was founded in 1997 by veteran Certified Financial PlannersTM Roger Shake of Plano and Steve Wachs of Lewisville. Shake also is a Registered Life Planner (RLP®). The firm specializes in investment and life planning and collaboration with a small number of families with a highly personalized approach to service.

128th Annual Texas Bankers Association Convention

Legacy Consulting Group will be a part of the 128th annual Texas Bankers Association Convention being held May 9th to 11th in Fort Worth, Texas. Roger and Steve will be hosting our booth and they look forward to meeting many successful and influential leaders in the banking industry. They will also be enjoying some of the highlights of the convention which include presentations by Richard Fisher, President and CEO of the Federal Reserve Bank of Dallas and General Stan McChrystal, Former Commander of the U.S. and International Forces in Afghanistan. 

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