Expert Wealth Management & Investment Strategies
Trusted financial solutions for individuals and businesses in Owings Mills and beyond
About The Legacy Investment Group
Serving Owings Mills and the broader financial community, we're a trusted wealth management firm committed to preserving and growing our clients' legacies through strategic investment planning.
- Certified Financial Professionals
- Decades of Investment Experience
- Located in Owings Mills, MA
Specializing in comprehensive wealth management and investment strategies, our team brings decades of combined financial expertise to every client relationship. We pride ourselves on personalized solutions and meticulous portfolio management.
View Our ServicesWhy Investors Trust The Legacy Investment Group
From initial consultation to long-term wealth preservation, we deliver reliable financial strategies with proven results.
01 What investment services do you offer?
We provide comprehensive wealth management including portfolio management, retirement planning, estate planning, and investment advisory services.
02 Do you serve both individual and institutional clients?
Yes, we work with both individual investors and institutional clients throughout Massachusetts and beyond.
03 What is your investment philosophy?
We believe in disciplined, long-term investing with a focus on risk management and capital preservation while seeking growth opportunities.
Our Financial Services
Comprehensive wealth management and investment solutions
Investment Management
Strategic portfolio management tailored to your financial goals and risk tolerance
Our Investment Process
How we build and manage your financial legacy
Financial Assessment
Comprehensive review of your financial situation and goals.
Strategy Development
Creating personalized investment strategies for your needs.
Ongoing Management
Continuous monitoring and adjustment of your investments.
Client Testimonials
What our clients say about our financial advisory services
James R.
Retired Executive, Owings Mills
The Legacy Investment Group has expertly managed my retirement portfolio for over a decade. Their strategic approach has provided both growth and peace of mind.
Sarah M.
Business Owner, Baltimore
Their business advisory services have been invaluable for our company's financial planning. They understand both corporate and personal wealth management.
Michael T.
Medical Professional, Boston
I've trusted The Legacy Investment Group with my family's estate planning and investments. Their team is knowledgeable, responsive, and truly cares about our financial legacy.
Our Financial Team
Meet the experts behind The Legacy Investment Group
Robert Wellington
Senior Financial Advisor20+ years experience in wealth management and investment strategy with a focus on legacy planning
Elizabeth Montgomery
Portfolio ManagerSpecializes in investment analysis and portfolio optimization with deep knowledge of market trends
David Chen
Estate Planning SpecialistEnsures all client wealth transfer strategies meet legal requirements and family objectives
Amanda Foster
Client Relations ManagerYour primary contact for account management and service coordination
Investment FAQs
Common questions about our financial services
What is your minimum investment amount?
We work with clients across various investment levels. Our minimums vary by service type, and we offer solutions for both emerging and established investors.
How are your fees structured?
Our fee structure is transparent and based on assets under management. We provide detailed fee disclosures during our initial consultation.
How often will I receive portfolio updates?
We provide quarterly performance reports and are available for consultation whenever market conditions or your personal circumstances change.
Do you serve clients outside Massachusetts?
Yes, while we're based in Owings Mills, MA, we serve clients nationwide with appropriate licensing and compliance oversight.
How do I get started with your services?
Contact us to schedule a complimentary initial consultation where we'll discuss your financial goals and how we can help you achieve them.