Legacy Consulting Group named one of D Magazine’s Top Wealth Managers and Best Financial Planners for 2022

We are pleased to announce that Legacy Consulting Group was named again as one of D Magazine’s 2022 Top Wealth Managers. In addition, Roger A. Shake, CFP®, RLP®, CeFT® and Steven G. Wachs, CFP® were both named D Magazine’s 2022 Top Financial Planners. You can read more about the awards in the November 2022 issue that is available in newsstands now.

Disclosures

  • Legacy Consulting Group is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
  • All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that an investor’s portfolio will match or exceed any particular benchmark.
  • D Magazine Best Financial Planners of Dallas (2004 thru 2022) D Magazine ask every CFP in the DFW chapter of the Financial Planners Association to cast an online ballot. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the final list.
  • D Magazine Top Wealth Manager (2017 thru 2022) D Magazine asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria: top firms or teams must have total assets under management for individual clients of at least $100 million; average assets under management per client of at least $1 million; a 95 percent client retention rate over the last two years; and no current disciplinary action. Additionally, all firms (or teams, should the team be applying as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 13, 2018). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure.
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