Wealth Legacy Institute
Wealth Legacy Institute, Inc. is a national, independent wealth advisory consulting firm created to enhance the financial, intellectual and human capitals of individual, family and nonprofit clients. We believe that to create true wealth, one must embark on a journey that leads to a conscious balance of the management of money and the desire to live life fully with a sense of purpose.
Philanthropy Consulting
Discovering your Planned Giving Motivations, Developing a Giving Mission Statement …
Women and Money
Women face greater obstacles than men in building their financial nest egg and securing their financial future.
Are you savvy?
Regardless of where you enter the Effective Family Legacy Pyramid, WLI starts with a Discovery Profile. This first step is the only standardized aspect of our Wealth Legacy Planning Optimization Wheel™. More »
Our Process
Our collaborative Discover>Design>Deploy>Deliver> approach to financial planning starts with the Discovery Profile – the discovery of your dreams and desires. More »
Advanced Learning
We are committed to providing insightful resources and educational programs designed to engage and advance the financial literacy of individuals, families and the community. More »