Legacy Consulting Group named one of D Magazine’s Top Wealth Managers and Best Financial Planners for 2023

Written By

Steve Wachs, CFP® and Roger Shake, CFP®, RLP®, CeFT®

We are pleased to announce that Legacy Consulting Group was named again as one of D Magazine’s 2023 Top Wealth Managers. In addition, Roger A. Shake, CFP®, RLP®, CeFT® and Steven G. Wachs, CFP® were both named D Magazine’s 2023 Top Financial Planners. You can read more about the awards in the November 2023 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.

  • Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed.

  • 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.

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