Wealth Management & Retirement Planning

Legacy Wealth Management provides comprehensive holistic wealth management, retirement and estate planning and life planning focused on wealth preservation for generations to follow. Working with a safe and trustworthy wealth manager is paramount, and clients often rely on frequent interactions to evaluate whether their financial advisor will meet their long term planning needs. Legacy Wealth Management Group will not only customize your retirement portfolio to fit your needs, risk tolerance, and goals but we will always educate you on why this plan was designed specifically for you. Financial Advisors at Legacy Wealth Management Group spend the time to get to know you, we take a comprehensive analysis and provide a unique investment strategy designed to meet each clients specific goals and planning objectives.  Our portfolio construction process is designed around methods and research use by Noble Prize winner Eugene Fama through Dimensional Fund Advisors; DFA. Our portfolio’s are designed around low costs & tax efficiency while utilizing investment strategies that have been time tested through multiple economic changes to ensure proper asset allocation of your investment portfolio.

Wealth provides you with a great deal of opportunity; however, it also creates a variety of important questions.  Do you have a wealth management plan, a properly allocated retirement plan that you can understand; one that will last you through the wide range of market swings? Do you understand how to diversify and use strategies that are proven through academics? Are you taking the correct approach to tax strategies and estate planning?  Does your financial advisor review your entire portfolio and manage your risk on all your investments? We ask a lot of questions so we can get to know you and what your goals truly will be, we want to help you make smart investment and insurance decisions THE FIRST TIME!  Let’s put you in a position so you never have to worry about repeating the process again.

Client Focused Planning

Legacy Wealth Management Group is located in the southeast part of the Las Vegas valley while our home office, PR Wealth Management Group, LLC is located in East Moline, IL. Greg Feese, CRPC® has for over 11 years of industry experience, our focus is on offering clients an objective fiduciary advice, where the clients need and goals are always above our own. Greg has gained experience over the years to provide an insight on what clients can expect, regardless of what phase of life you are planning for or have already entered into. Greg will evaluate client portfolios, assess overall fees, run cost comparisons, evaluate tax liabilities, all while planning for social security, medical expenses, pension maximization, and providing comprehensive insurance planning. Legacy Wealth Managements financial advisors truly take a transparent and holistic approach to financial planning with a focus on client needs, risks and goals.

Legacy wealth financial advisors will take the time to get to know you, what your financial goals and dreams consist of and then implement a plan you can understand and stick with.  Although we will educate you and walk you through what we do, we realize it’s our job to know what to do and what kind of portfolio you need.  So we build a level trust so you don’t have to worry about what you know only that you trust us to provide the outcome you are seeking.  We will show you how to minimize risks, reduce debts, and grow and protect your wealth; all while making sure you do not have to repeat that process again.

Legacy Wealth Management Group provides comprehensive fee-based wealth management & advisory services. We provide professional asset allocation management, investment services, portfolio analysis, life insurance, disability insurance, and long term care assessment, estate planning and retirement planning strategies to higher income professionals, business owners, athletes and other individuals. We will work with you on your personalized plan by scheduling regular reviews and making sure you have ongoing support during every stage before and during retirement.