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Our Difference

Legatus Wealth was formed by a team of industry professionals whose breadth and depth of expertise is extraordinary. We are confident in our ability to differentiate ourselves from other planning firms, but our goal is not to be the right advisor for every person. Rather, we endeavor to be the right firm for a select group of families, business owners and millennials.

We value long-term partnerships with people who want more out of their finances and who demand more out of their advisors. The Legatus Wealth team is:


  • Fiercely Credentialed: We have earned the most renowned industry designations and hold ourselves to the standards set forth by each professional institution.
  • Fiduciary Responsibilities: We hold ourselves to the highest fiduciary standard of care. Our decision not to sell proprietary products allows us to engage in trust-based relationships with our clients. We advise in your best interest and are transparent in everything we do.
  • Holistic in Our Approach: More than an asset manager, we provide advice and service in every aspect of your finances. Even areas that are often overlooked.
  • Client-Centric: Your needs come first, always. The numbers are an essential part of your wealth strategy, but you are the center of its success.
  • Your Financial Concierge: We are a high-end boutique-style firm that will be there for you on every step of your planning journey. Our advisors will collaborate closely with you to ensure your needs are met and your goals are achieved.


As your trusted financial partner, we will guide you with advice and actionable insights to help you manage and preserve your wealth. Not just for the foreseeable future, but for a lifetime.