Legacy Consulting Group’s 2020 Recognitions

Legacy Consulting Group is excited to announce that we have been formally recognized by several organizations. We are proud of the work our team has done and appreciate the wonderful clients that have invited us into their lives

D Magazine named LCG to their Top Wealth Managers List and listed Roger Shake and Steve Wachs as Best Financial Planners. Top Wealth Managers are selected based on several criteria, including assets under management, client retention, and years of experience. Best Financial Planners are awarded this designation by votes from their peers in the Financial Planning profession. The December 2020 issue will feature this listing.

Individually receiving the Dallas/Fort Worth Texas Monthly Five Star Wealth Managers Award are Matt Quinn, Roger Shake, and Steve Wachs. Five Star Wealth Managers in the Dallas/Fort Worth region are those who provide exceptional service and overall satisfaction to clients, peers, and industry experts. Learn more about this prestigious designation at Five Star Professional.

Finally, an industry publication, Financial Advisor, ranking of RIA’s by asset size has listed Legacy as #553 nationally in their 2020 Annual RIA Ranking. Amongst firms based in Texas, we are ranked #39.

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