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Money Secrets:
Keys To Smart Investing

Kim’s new book coming summer 2015

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Clarity, Confidence
Peace of Mind

We are an independent wealth management firm.

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Optimizing Wealth
Enriching Lives

Define your purpose. Build a quality life.

Let us guide the way

Financial Planning

We design financial plans that bring your goals to fruition—plans that work for your lifetime and beyond– built together, based on your values.

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Investment Management

The cornerstone of our investment philosophy is a disciplined approach, regardless of market conditions. Our strategy is research-driven and goal-based to engineer your portfolio’s long-term success.

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We can help you gain a confident command of your finances and your future by sharing our expertise, working one-on-one to enhance your financial literacy, your family money dynamics and more. We also offer group workshops.

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Let Us Guide The Way

You’ll find something fresh and highly powerful at Wealth Legacy Institute. We’re not a big box brokerage, nor a typical financial planning firm. We are a nationally recognized independent wealth management firm committed to helping you live the life you imagine and leave the legacy you envision.

We offer an integrated, principle-centered, values-based approach, because life is more than financial statements, estate tax tables and “running the numbers.”

Learn more about our company