Financial Independence, Multi-generational Impact
You dream of an optimized financial life that aligns your values with your balance sheet. Our partnership will enable you to meaningfully provide for your family, positively impact the world, and shape the opportunities for your heirs.
Plan Wisely
Invest Prudently
Live Generously
Why Legacy Lab
For more than 12 years, the Legacy Lab team have provided award-winning service and solutions to our family of clients. Our commitment to selflessness, outstanding service, and meaningful relationships has resulted in a 99% retention rate among our clients.
12+
Awards
Including Best Financial Planner, Top Wealth Manager, & Top Advisor.
12+
Years Experience
Our knowledge & expertise is your greatest resource
What Our Client Say About US
“We didn’t know the tools and resources available to help us manage our wealth and income. Josh was able to lead us to a level our family had never experienced.”
Tenesha L
Business Owner
These are current clients of Legacy Lab Wealth Management. No compensation was provided in exchange for their testimonials. A conflict of interest exists as our firm has actively solicited a testimonial from these clients and therefore, their testimonials do not necessarily reflect the opinions nor the experience of all clients of Legacy Lab.
