Wealth Legacy Institute, Inc.
Wealth Legacy Institute is a forward-thinking Denver fee-only financial planning and investment management firm. We specialize in working with ‘accidental millionaires’- people who have worked hard, saved wisely and are approaching or entering retirement. By combining Intelligent Investing™ with our structured Planning for Life Experience™ process, we help clients navigate decisions that support a healthy, fulfilling retirement life. This small giant of a firm was founded with a goal to create a firm filled with humanity; an advisory firm that emphasizes clients’ interests first. Our fiduciary focus is unwavering. We use our experience, wisdom and skill to help each individual and family build a successful retirement and lasting legacy.
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