top of page
Screen Shot 2017-03-09 at 10.12.39

Legacy Living Financial Strategies™ means on-going retirement-planning in areas of wealth management and preservation, asset protection, tax reduction, income planning, wealth transfer and distribution. We believe retirement-planning should be comprehensive and personal.

We agree with Warren Buffett that,

“There is always a bull market somewhere.”


We look for non-correlation through off-Wall Street investment opportunities in real estate and private equity offerings similar to those utilized by very large institutional money managers. Institutional investors know this as the Yale Endowment, but refer to it as the "Household Endowment Model."

As Sir John Templeton said, “The way to make money is to buy when others are selling and sell when others are buying.” 



By following institutional investment models we reduce volatility in your portfolio, yet remain focused on long-term growth. Our portfolios are not distracted by the often misleading "noise" that is the byproduct of the 24-hour news cycle.

Legacy Living Financial Strategies™ means...


Opportunity in non market-correlated alternatives that offer competitive returns. It means providing true diversification while keeping an eye on long-term growth. It means systematic wealth acquisition and helping our clients' legacy for future generations.

Screen Shot 2017-05-21 at 7.31.05 PM.png
bottom of page