Our Core Values



The following list of core values reflects what is truly important to us as an organization. These “6” core values are the foundation of all we do at Wealth and Legacy Group.

L  I  S  T  E  N



Life Long Learner – We continually strive to improve daily since our clients and strategic partners deserve this level of commitment

Intentional – We continually strive to be laser beam focused for the betterment of our clients and strategic partners

Stewardship – We continually strive to be careful and responsible in managing the relationships which have been entrusted to us

Teamwork – We continually strive to increase communication and collaboration with our team, clients and their team of advisors

Excellence – A spirit of excellence is the standard at our firm, anything less is unacceptable

Non-Attachment – We continually strive to do the absolute best we can without being attached to the financial compensation we receive