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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Did you know retirement planning can be a complex topic? Rules change as quickly as the market changes. We can help you navigate your family’s finances and retirement savings. Let's connect to discuss a tailored plan.

Did you know that sharing your good fortune with worthy causes that are meaningful to you can be an integral part of your wealth planning? Let’s set up a philanthropic plan to define your family’s finances and legacy by sharing your wealth with people and causes you care about.

Did you know there are budgeting strategies that can help you plan for your essential expenses, discretionary spending and savings or emergency funds? Let's connect to discuss how this strategy can put you in control to stay on track toward your financial goals.

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Latest Insights

Federal Reserve building

Fed rate cuts on the horizon

As U.S. rate cuts near, history shows stocks and bonds often perform well after the Fed starts easing cycles, with equities showing greater variability. Given mixed economic signals, the focus should be on quality in portfolio positioning.

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Capital hill building Washington DC skyline

No free rein: The realities of U.S. presidential power

While the U.S. president certainly has great influence, the formal and informal checks and balances built into the government’s structure still matter, and investors shouldn’t let election noise get in the way of sound portfolio management.

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musicians on stage at RBC event

Investing in the future: Creative programming makes financial education fun

Young people are learning about the stock market, investing and personal finance through innovative activities and games.

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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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