About Us

Why our clients love to work with us

About Us

American Family Legacy Group is a wealth management firm dedicated to providing independent and wealth management advice through personalized service and expert financial counseling to high-net-worth families on a discretionary basis.

Founded in 2009, American Family Legacy Group strives to generate superior investments performance for our clients, within the context of our clients’ objectives and risk parameters. As a privately held financial and investment advisory firm, we offer independent, unbiased financial counsel focused on our clients’ unique needs and priorities. While this independence provides our clients with highly personalized services. American Family Legacy Group offers a complete range of services and access to global investment opportunities and best-in-class multi-generational estate and financial planning strategies. 

Our Services

Financial Planning
Asset Management
Tax & Estate Planning

Investment Philosophy

We seek partners where we can enhance and accelerate growth
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Our Approach

We develop a flexible and realistic strategy
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Management Team

We have a strong operational and investment team
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