Legacy Financial’s diversified allocation strategies are designed with each client’s unique financial goals, risk tolerance, and time horizon in mind. Your diversified portfolio adapts as your needs evolve, market conditions shift, and new opportunities arise.

Through ongoing monitoring and active management, we make thoughtful adjustments to optimizing your financial success at every stage. We incorporate a broad range of asset classes, investment styles, and market insights to create a resilient and performance-driven portfolio.

Legacy Financial will help you maximize after-tax returns by strategically managing realized gains and harvesting losses, we work to offset taxable income and reduce your overall tax burden. This proactive approach enables timely adjustments that preserve wealth and support long-term portfolio growth.

In addition, we implement tax-efficient strategies such as asset location planning, tax-advantaged account utilization, and low-turnover investment selection to retain more of what you earn and optimize your investment outcomes.

When the bottom line is not necessarily your bottom line, our advisors will work with you to aligning your portfolio with the personal, ethical, and social values that matter most to you.

Whether it’s environmental sustainability, faith-based guidelines, animal welfare, ethics, or corporate governance concerns, you don’t have to compromise your priorities for an investment strategy.

We provide a comprehensive view of your financial picture in one secure, centralized platform. By consolidating data from multiple accounts, including investment portfolios, retirement plans, bank accounts, and liabilities, we offer clients a real-time, holistic understanding of their net worth and financial health.

Whether you're planning for retirement, managing a business, or overseeing a complex estate, we ensure clarity, transparency, and for more informed decision-making.