Legacy Consulting Group team members recognized as 2023 Five Star Wealth Managers
Steve Wachs, Roger Shake and Matt Quinn
We are pleased to announce that Steve Wachs, Roger Shake and Matt Quinn have been recognized as 2023 Five Star Wealth Managers! Five Star Wealth Managers are named using an in-depth research methodology that includes 10 objective criteria, including a deep level of commitment to clients.
You can read more about it in the August 2023 issue of Texas Monthly magazine or click on the following video link.
2023 Dallas/Fort Worth Five Star Manager Steve Wachs, Roger Shake and Matt Quinn
Since 2012, Roger A. Shake, CFP®, RLP®, CeFT® or Steven G. Wachs, CFP® have been selected annually to receive the Five Star Wealth Managers Award. In 2020 and subsequent years, Matt Quinn, CFA® joined the ranks of Five Star Wealth Managers at Legacy Consulting Group. We have proudly been serving families, individuals, business owners and institutions for over 25 years with their Financial Life Planning and Investment Advisory needs.
Legacy Consulting Group is accepting new clients. For more information, contact us at 972-599-4750 or through our website at www.LegacyConsultingGroup.com
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.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Wealth managers do no pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.