The Legacy Investment Group was founded with a singular vision: to provide families with the same caliber of investment counsel that has long been reserved for institutional endowments and the nation's wealthiest dynasties.
Based in Massachusetts — the cradle of American finance — we draw from centuries of investment tradition while embracing the analytical rigor that modern markets demand. Our founding partners recognized that most wealth management firms focus on the short term, ignoring the multi-generational perspective that truly distinguishes great fortunes.
Today, we serve over 150 families across New England and beyond, managing and advising on more than $2 billion in assets. Our clients don't measure success in quarterly returns — they measure it in the opportunities they create for their children and grandchildren.
To be the trusted guardian of our clients' financial legacies — preserving wealth, cultivating growth, and ensuring seamless transfer across generations through disciplined stewardship and personalized counsel.
Your interests come first — always and without exception.
We plan in decades, not quarters.
Protecting what you've built with unwavering rigor.
Complete honesty in fees, performance, and strategy.
Founding Partner
With over two decades in wealth management, Benjamin founded The Legacy Investment Group to bring institutional-quality counsel to multi-generational families.
Chief Investment Officer
Eleanor brings deep expertise in alternative investments and endowment-style portfolio construction, ensuring clients benefit from institutional-grade strategies.
Estate Planning Director
A former trust attorney, Robert specializes in complex estate structures and multi-generational wealth transfer strategies for high-net-worth families.
From the historic financial institutions of Boston to the quiet wealth of the Connecticut Valley, Massachusetts has always understood that true prosperity is measured across lifetimes. We carry that tradition forward with every family we serve.
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