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

College aged woman studying on floor with computer.

Think you're too late for a 529 plan? Think again

Utilizing a 529 savings plan may be an effective tool to build a tuition nest egg, even if college is fast approaching for your child.

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Commuters on a train

A return to yield curve normalcy?

The ongoing yield curve inversion appears out of line with record equity markets and robust commodity pricing. We look at some reasons investors are accepting lower yields on longer-maturity bonds.

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Gold on a scale

Gold: More than meets the eye

In a conversation with RBC Capital Markets, LLC Commodity Strategist Christopher Louney, we look at aspects driving the gold rally and explain how world events and policy shifts could impact its prospects.

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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
651-430-5500

Scottsdale, AZ

6710 N. Scottsdale Rd., Suite 150
Scottsdale, AZ 85253
480-609-8609

Wealth Monitor Newsletter

Archived newsletters

Read past Wealth Monitor newsletters here.

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