YOUR TEAM

Steven G. Wachs, CFP®

Partner, Chief Investment Officer
Email: swachs@legacyconsultinggroup.com
Phone: (972) 599-4750

Steve is a partner, CIO (Chief Investment Officer), and CCO (Chief Compliance Officer) of Legacy Consulting Group. In these roles, he oversees all components of the firm’s investment advisory function. He is responsible for guiding the Firm’s investment planning philosophy, process, resources and deliverables and compliance with SEC rules and regulations. He takes pride in being present with clients during times of chaos and uncertainty in the financial markets to make sure emotions like fear don’t lead to wrong actions.

One of his top attributes according to StrengthFinders is Relator which is defined as “people who enjoy close relationships with others and find deep satisfaction in working hard together to achieve a goal.” This defines who he is.

Steve has worked for over 35 years in the financial planning and investment advisory profession. He received his CERTIFIED FINANCIAL PLANNER® certification from the College for Financial Planning in 1990 and is currently a member of the Financial Planning Association. Steve has been described repeatedly as one of the top financial planners in the by D Magazine and Five Star Wealth Manager. Steve and his wife, Deb, have a daughter and a son. Steve has a love/hate relationship with the game of golf and enjoys time at their property in Madison County Arkansas which in located in the beautiful Ozark National Forest. Steve is blessed to a leader in a neighborhood men’s ministry for over 15 years. Steve and Deb also are actively involved with Metrocrest Services which specializes in helping individuals, families and seniors navigate through crisis situations.

Check the background of this investment professional on FINRA’s BrokerCheck