NetLegacy Wealth Advisory Group works with founders, executives, and families to pursue key milestones.
By differentiating through a deep understanding of your balance sheet and wealth objectives, we seek to enhance wealth and customize estate and tax planning strategies.
Through a holistic approach, we are committed to empowering our clients in making informed financial decisions with confidence through life’s journey.
Core Values
Knowledge
Deep and holistic knowledge to provide customized guidance on investments and strategies surrounding estate planning and tax planning.
Transparency
Open and honest communication to build trust and keep clients involved in every decision.
Concierge Service
Commitment to providing the highest possible quality service to deliver value and exceed client expectations.
Services
Wealth
Planning
Helping you make informed financial decisions around retirement, cash flow, savings, and large spending goals
Cash Management
Personal and
Corporate
Determining your cash flow and proper management to allow you to structure your income and expenses in a manner designed to maximize investment accumulation
Investment
Planning
Seeking to enhance returns and mitigate risk in line with short- and long-term goals
Lending
Services
Offering access to a comprehensive menu of personal and commercial lending programs and banking alternatives
Tax Planning
Strategies
Working with Stifel’s tax planning professionals to develop highly tailored, tax-efficient investment strategies
Insurance
Planning
Incorporating life, health, and variable insurance (including long-term care and annuities) into your overall plan
Estate Planning
Strategies
Working with Stifel’s estate planning professionals to identify areas for consideration and discussion with your attorney regarding your plan for transferring your estate to your intended heirs, establishing beneficiary designations, and potentially reducing estate taxes, probate fees, and other tax liability
Corporate Executive Services for Public and Private Companies
Assisting in managing concentrated stock positions and implementing and executing sales of control and restricted stock (Rule 144) and Rule 10b5-1 structured trading plans
None of Stifel, its associates, or affiliated companies provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
Connect With Us
We look forward to hearing from you!
NetLegacy Wealth Advisory Group
Primary Phone Number
Email Address