The Legacy Team
Serving the greater Naples, FL; Rochester, NY; and Oswego, NY, areas.
Talk to the team
Location
Naples, FL, 34108 (239) 610-3054
A team behind every plan
Our Commitment to Comprehensive Wealth Management
At The Legacy Team, we put you first. Our focus is on client care and comprehensive financial planning, not just selling investment products. We provide holistic guidance across a wide range of factors that contribute to your overall financial wellbeing, ensuring you have the support you need to achieve your financial goals.
Why Choose Us?
Beyond Investment Advice: We go the extra mile to help you make informed decisions about your overall financial wellbeing.
Personalized Financial Planning: Our team provides tailored advice that goes beyond traditional investment strategies, addressing all aspects of your financial life.
Dedicated Advocacy: We are committed to walking beside you every step of your financial journey into and through retirement, serving as your advocate and guide.
Our Services Include:
- Retirement Income Planning: Create a sustainable income strategy tailored to your retirement dreams, ensuring you can enjoy your golden years with peace of mind.
- Transitioning into Retirement: Navigate the transition from your career to retirement smoothly and stress-free.
- Investment Planning: Develop personalized investment strategies designed to meet your unique financial goals and grow your wealth.
- Women in Transition: Receive specialized financial advice for navigating significant life changes, with the support and expertise you need.
- Estate Planning: Plan the transfer of your assets, ensuring your legacy is preserved and your wishes are honored.
- We believe that our dedication to client care is a leading reason why so many of the relationships we develop quickly become meaningful and enduring friendships.
Get Started Today! Take the first step towards a secure financial future. Contact the Legacy Team today to schedule a consultation and discover how we can help you achieve your financial goals.
Already a client? Access your accounts.
Meet Our Team
Awards & Recognition
View All2026
AdvisorHub 400 Advisors to Watch – Under $1B (2026)
2026
AdvisorHub 200 Women Advisors to Watch (2026)
2026
Forbes Best-In-State Wealth Advisors (2026)
2026
InvestmentNews Top Financial Professionals (2026)
2026
Women We Admire Top 50 Leaders in Finance (2026)
2026
Forbes Top Women Wealth Advisors Best-In-State (2026)
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
Primary office
Naples, FL
5801 Pelican Bay Blvd Suite 302
Naples, FL 34108
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Naples, FL
Naples, FL 34108
Rochester, NY
Rochester, NY 14618
Oswego, NY
Oswego, NY 13126
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Insights from Legacy Team
What we’re thinking about
Values-Based Retirement Planning for Women: Simple & Powerful Strategies
Your Money Your Legacy
Newsroom and Resources
View All23 Wealth Enhancement Advisors Recognized on AdvisorHub’s 2026 Advisors to Watch Rankings
15 Wealth Enhancement Advisor Teams Named 2026 5-Star Wealth Management Teams by InvestmentNews
15 Wealth Enhancement Advisor Teams Named 2026 5-Star Wealth Management Teams by InvestmentNews
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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