Steve Wachs, as the Owner and partner of Legacy Consulting Group, plays a pivotal role in guiding clients toward achieving their financial aspirations and living inspired lives. With a robust background in investment advisory, Steve oversees the firm’s comprehensive investment management services, ensuring that each...
Steve Wachs, as the Owner and partner of Legacy Consulting Group, plays a pivotal role in guiding clients toward achieving their financial aspirations and living inspired lives. With a robust background in investment advisory, Steve oversees the firm’s comprehensive investment management services, ensuring that each portfolio is meticulously crafted to align with the unique goals of clients. His expertise encompasses a wide range of financial disciplines, including estate planning, financial analysis, and retirement strategies, allowing him to provide holistic advice that addresses both current needs and future aspirations.
At Legacy Consulting Group, Steve leads key projects that focus on portfolio creation and investment manager due diligence, employing a rigorous analytical approach to identify optimal investment opportunities. His proficiency in securities and mutual funds enables him to navigate complex market dynamics, ensuring that clients benefit from well-researched investment strategies. Additionally, Steve’s commitment to ongoing portfolio management means that he continuously monitors and adjusts investment allocations to respond to market changes and client circumstances, thereby maximizing returns while minimizing risks.
With a Series 7 license and extensive experience in asset management, Steve is adept at translating intricate financial concepts into actionable insights for clients. His dedication to fostering long-term relationships is evident in his personalized approach, where he takes the time to understand each client’s vision for their financial future. Through his leadership at Legacy Consulting Group, Steve Wachs not only enhances the firm’s investment advisory function but also empowers clients to pursue their dreams with confidence and clarity.
