Excellence Recognized: Legacy Consulting Group Team Among 2025 Five Star Wealth Managers
We’re proud to share that Steve Wachs, Roger Shake, and Matt Quinn have been named 2025 Five Star Wealth Managers! This prestigious recognition is based on a comprehensive research process that evaluates professionals across 10 objective criteria. We believe this recognition is just one example of their dedication to providing extraordinary client service.
Learn more in the August 2025 issue of Texas Monthly or watch the video at the link below.
2025 Dallas/Fort Worth Five Star Manager Steve Wachs, Roger Shake and Matt Quinn
Since 2012, Roger A. Shake, CFP®, RLP®, CeFT® or Steven G. Wachs, CFP® have been selected annually to receive the Five Star Wealth Managers Award. In 2020 and subsequent years, Matt Quinn, CFA® joined the ranks of Five Star Wealth Managers at Legacy Consulting Group. We have proudly been serving families, individuals, business owners and institutions for over 25 years with their Financial Life Planning and Investment Advisory needs.
Legacy Consulting Group is accepting new clients. For more information, contact us at 972-599-4750 or through our website at www.LegacyConsultingGroup.com.
Disclosures:
· The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com
· This award was issued on 07/01/2025 by Five Star Professional (FSP) for the time period 10/09/2024 through 05/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4405 Dallas/Fort Worth-area wealth managers were considered for the award; 315 (7 % of candidates) were named 2025 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.
. Legacy Consulting Group is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered 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. Steve Wachs, Roger Shake, and Matt Quinn are investment adviser representatives with Legacy Consulting Group. All investment strategies have the potential for profit or loss.