who we are

who we are

Our Mission

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. For this reason, we focus our questions on our clients' plans and dreams, not just their finances.

Our Firm

Legacy Consulting Group is an independent wealth management firm registered with the Securities and Exchange Commission as a Registered Investment Advisor. Our firm only conducts business in states where it is properly notice files or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Our firm was formed in 1997 by Roger Shake and Steven Wachs who are both Certified Financial PlannerTM professionals. Roger is also a Registered Life Planner (RLP®) and a Certified Financial Transitionist (CeFTTM)

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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.

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