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.

Let's start the conversation

If you'd like to discuss anything you learn about here in more detail, please fill out the form below.

*Required fields

Latest Insights

Global Insight 2024 Outlook Storm Clouds loom over field

Global Insight 2024 Outlook: Investing for a new reality

As equity investors face continuing challenges, an elevated bond yield environment has changed the equation.

Read more
Empire State building over NY City Skyline Global Insight 2024 Outlook US

Global Insight 2024 Outlook: United States

The stock market faces more crosscurrents than usual, while the bond market could deliver strong returns.

Read more
European Union Flags

Global Insight 2024 Outlook: Europe

2024 may be the year when fiscal and structural reform efforts enjoy the greatest impetus.

Read more

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

Archived newsletters

Read past Wealth Monitor newsletters here.