Broker Check

Values & Mission

Our mission is to provide the highest level of service to our clients; be a trusted partner and resource to help clients achieve financial independence.

These values are the everyday extension of our mission. When we embrace our values, our clients and team succeed. These are not rules, but the very definition of who we are. When you partner with Legatus Wealth for your financial planning needs, you can expect that the following values will be exemplified by our team throughout your experience.


  • Competence
  • Confidence
  • Empowerment
  • Independence
  • Passion
  • Support
  • Teamwork
  • Trust
  • Wealth
  • Wisdom


Our goal is your success. From our first meeting to the implementation of your custom strategy - you and your needs come first.