Compass

Wealth Legacy Institute, Inc. is a nationally recognized independent wealth management firm providing financial planning advice to individuals and families. The firm was founded on the philosophy that long-term, collaborative, fiduciary relationships with clients are key to ultimate success. By having an independent, professional who acts as a fiduciary (similar to a CPA or an attorney), clients receive unbiased advice that is in their best interest, unconstrained by the inherent conflicts that arise when a registered representative stands in as a financial planner. Our mission is to inspire and nurture the human spirit— one person and one family at a time.

Currency fluctuates. Value does not. ®

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Our Process

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Discover

We meet to learn about our client families. Using various tools, you share your values, attitudes, preferences, goals and aspirations.  This allows you to see how everything fits together so we  can assist in building a master life-plan that you find exciting, fulfilling and motivating.

Design

We use our in-depth knowledge of our client to create very tailored strategies, tactics and tools that are expressly matched to meet the objectives you set in your life plan.

Make Good

When we start the flow of tailored strategies we’ve agreed upon, you set in motion three possible goals: Accumulation of wealth to create financial security or independence, preservation to build a personal family legacy and a succession plan to build a societal legacy.

Grow

Together, with our clients, we review results every quarter. We measure performance against industry benchmarks and client goals. This review can be done in-person, via Skype®, or by conference call.

Meet Us

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Kimberly L. Curtis
CFP®, ChFC, CLU, CAP, AEP, MSFS
President & CEO

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Niels A. Jepsen
CFP®
Planning Associate

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Shannon E. Johnson
Client Relations Associate

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Meg K. Gehl
MBA
Organizational & Facilitation Specialist

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