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.


D Magazine: Best Financial Planners in Dallas

Roger Shake and Steve Wachs were again selected by D Magazine in their 2016 list of the Best Financial Planners in Dallas.  They were awarded this designation by vote from their peers in the Financial Planning profession.


Texas Monthly Five Star Wealth Managers

Both Roger and Steve were selected to receive the 2016 Dallas/Fort Worth Texas Monthly Five Star Wealth Managers Award. Five Star Professional partners with Texas Monthly to determine the Five Star Wealth Managers in the Dallas/Fort Worth region who provide exceptional service and overall satisfaction to clients, peers and industry experts. We are especially proud of this honor since it was based on client satisfaction.


Financial Advisor: 2014 Five Star Wealth Manager

Roger Shake was named a 2014 Five Star Wealth Manager by Financial Advisor Magazine. 

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