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.