Your Journey - Guided

Our mission is to help you achieve the goals and experiences most meaningful to you. We believe having a trusted financial professional inspires confidence through compassionate and candid advice needed to help build, preserve, and live your legacy.

Our process

Throughout the last 6 decades in servicing our clients, we have refined a specific process that will hopefully provide you with the peace of mind you seek and the actionable steps to help build, protect, and share your wealth with the people and organizations most meaningful to you. For more information on the Legacy Group process, please reach out for a complimentary conversation.

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Latest Insights

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Shaking up corporate Japan

The Nikkei 225 recently climbed past its all-time closing high. We explore the factors behind investors’ enthusiasm and explain why a disappointing macroeconomic backdrop is not seen as obstacle.

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Positioning for inflation shocks

Geopolitical tensions and policy uncertainty are driving inflation risks. We look at the potential role of fixed income in portfolio positioning.

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Audio commentary | Investing in 2024: Your questions, our answers

Janet, Tylar, and Alan share the key questions on investors’ minds along with RBC Wealth Management’s perspectives on the forces shaping markets.

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Meet the team

Learn more about the Legacy Group

Pleased to serve you in multiple locations

At the Legacy Group, we are proud to be a team serving clients out of multiple offices. We invite you to contact us to set up a meeting in one of our convenient locations:

Stillwater, MN

350 N. Main St., Suite 106
Stillwater, MN 55082

Minnetonka, MN

601 Carlson Pkwy., Suite 500
Minnetonka, MN 55305

Scottsdale, AZ

6710 N. Scottsdale Rd., Suite 150
Scottsdale, AZ 85253

Wealth Monitor Newsletter

Archived newsletters

Read past Wealth Monitor newsletters here.

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