About Legacy Wealth
At Legacy we offer you cutting edge solutions, an award winning client portal and concierge level service. (That’s right, forget waiting for an appointment! We’re available when you need us!) As a fee based Investment Advisory firm, we are held to a fiduciary standard so you can feel confident that our advice and solutions are in your best interest at all times.
To help you grow your wealth beyond money, business and your professional life to make an impact that creates a legacy with the people you serve.
Who We Are
Our team has over 65 years of combined experience in creating wealth, growing business, and developing leaders – helping them to reach their full potential.
Founder & CEO
Brian Wheeler is the CEO at Legacy, overseeing operations as well as being lead practice manager for corporate clients and tending to a group of financial planning clients. As the founder, Brian’s been in the financial business since 2000 and started Legacy in his formal dining room after leaving a larger firm to pursue his dream of creating a fee based holistic planning group.Continue reading...
Chris is an experienced advisor with over 15 years of experience in areas of financial planning, sales management, banking, training, investment management, and merchant services. He enjoys the interaction he has with clients and colleagues on a daily basis. What spare time he has is dedicated to family and community.