Wealth Legacy Institute (WLI) was founded to create a firm filled with humanity; an advisory firm that emphasizes client's interests first. Our focus in unwavering: We use our experience, wisdom and skill to help high net worth individuals and families define their ideal future and help bring that plan into action. This client-centric approach is part of the reason 98% of our clients continue to meet or exceed their financial goals. This is what allows us to help each indivudal and family build a successful future and create a lasting legacy.
Wealth Legacy Institute has been named Top Wealth Management Firm in Colorado by Advisory HQ for the past several years.
Whats in a name?
Quite a bit, for Wealth Legacy Institute...
Our name captures our essence:
Wealth means an abundance of riches or resources. The etymology of the word is happiness and well-being.
Legacy is what we leave behind - it includes financial assets, family culture, values, traditions, family stories and history.
Institute is an organization founded to promote a particular cause or subject. We are passionate about improving and enhancing the financial literacy of our clients. Financial literacy is as important as traditional literacy and paramount to long-term success.
EXPERIENCE the DIFFERENCE
