This is Legacy Business Management Group’s vision. It’s personal. You’re family. We’re here to help you attain financial stability and security; to build financial wealth and independence.
LBMG strives to provide unparalleled service and support to our clients in a manner that is distinctive from others. Whether you are just starting out, already successful or starting anew.
What sets Legacy apart from other Business Management firms? We’re a boutique organization in the truest sense. We work with a select clientele for whom we can make a real and valuable difference. We’re not just advisors to our clients; we’re partners with them. We’re advocates. We are fortunate to be able to be partners to a prestigious clientele of high net worth individuals in a variety of professional fields including entertainment, corporate executives, philanthropists, as well as those that are just starting out. We pride ourselves in quality over quantity and a staff to client ratio that affords next level personal service.
When it comes to business management, Legacy’s team has a reputation for being among the most dedicated, prudent and trustworthy in the community. Working closely with highly skilled and reputable tax professionals, proven and respected investment advisors, insurance agents, private bankers, estate planning and business attorneys, as well as members of your professional advisory team, including agents and managers, we provide comprehensive services to advise you in all aspects of your financial life.
We like to share items we find noteworthy. Here you may find an article we found interesting, educational and thought provoking, or perhaps a recent news story, or even a financial bulletin. We invite you to peruse, and visit periodically for updates.
There are several charitable organizations that LBMG supports, including those causes that are meaningful to our clients. We encourage you to visit any one of the organizations below to learn more and join us in giving back to the community.
