"A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when others are fearful... In short, bad news is an investor's best friend. It lets you buy a slice of America's future at a marked-down price."
Warren Buffet, Oct. 17, 2008 The New York Times
 
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Legacy is an independent registered investment advisor that provides prudent wealth management and investment advisory services to individuals, 401k plans, trusts, foundations, and businesses.

We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to building a strong portfolio.

However, a truly successful investment experience goes well beyond investing your assets. A comprehensive wealth management approach that encompasses your entire financial life is required for long term success.

For a consultation or to learn more about our firm please contact us using the information below.

 

Check out Legacy's Blog - Click Here

DISCLOSURES

Legacy's Latest...

July 2015

New Available! Randy Cloud's semi-annual newsletter "The Successful Investor"...Read More

June 2015

New Blog Post!  And The Winner Is... Click Here

April 2015

New Blog Post! Understanding Investor Bias: International Markets Edition Click Here

August 2014

New Available! Randy Cloud's semi-annual newsletter "The Successful Investor"...Read More

May 2014

New Blog Post! "Successful Investing: Warren Buffett Wisdom Click Here