People Centered - Process Driven
When working with complicated financial scenarios, we believe process and organization are key to identifying, simplifying and achieving your financial objectives. Our team can lead in the coordination of complex services that go beyond investment management. We provide a wide range of planning services and coordinates with other key professionals including your attorney and accountant.
With over 90 years of combined experience, our multigenerational team is in place to not only manage your wealth today, but to serve your family for generations to come. Working as a cohesive team, we have access to greater resources that benefit you, your family and your business. We work together with your other professional advisors to provide you with a holistic plan that covers all areas of financial management—from investing and retirement planning to risk management and estate conservation. While our team has a diverse skillset, we all share common moral characteristics that put your interests first. Always.
Forbes Best-In-State Wealth Management Teams
For the 4th year in a row, the Legacy 7 Financial Group of Wells Fargo Advisors has been named as a 2023, 2024, 2025 and 2026 Forbes Best-In-State Wealth Management Teams. We believe this award is a reflection of the trust our clients have placed in us over the past 25 years.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams.
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% percent of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. View additional disclosures
Team Approach
Multigenerational team of talented professionals.
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Comprehensive Planning
Planning and business owner services tailored to your needs.
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Financial Education
Educating our community on important financial topics.
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Elder Care & Special Needs
How do you best help parents who are aging or children with special needs? We are uniquely qualified to help you develop a road map for their futures. Learn More
Services For Business Owners
Are you looking for a retirement plan that benefits employees as well as your business? Do you need assistance with a business transition strategy? Learn More
Individuals & Families
Is your retirement plan on track? Will your retirement income provide the lifestyle you want in retirement? We can help you plan for and navigate your financial future. Learn More