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We look forward to connecting with you!

Individuals who have more than $500,000 in investable assets and are accepted to the Legacy Program by Relevé Financial Group receive the following:

    • Personal sessions with a Relevé Private Wealth Advisor
    • Execution of your custom investment strategies
    • Implementation of custom financial plans
    • Access to world-class estate planning specialists
    • Invitations to exclusive events

We look forward to connecting with you!

We are excited to learn more about you, your goals, and how we can support you to Live WELLthy™! This Discovery Call is designed for individuals who have built their Investable Net Worth (not including real estate) to a level of $500,000 or more.

Thank you in advance for answering our questions which will allow our time together to be productive. This call will be 30-45 minutes.

We look forward to showing you what is possible when you think differently about your WELLth™; living for today and planning for tomorrow!

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