With opportunities to serve clients nationally, Legacy by Relevé offers comprehensive, value-based wealth management services to executives, entrepreneurs, and retirees, with a strong emphasis on empowering women to build their personal security and their financial freedom at the same time.
Our clients tell us they are looking for comprehensive wealth management and overall financial guidance. Our services go beyond the day-to-day management of your money. We work to ensure that the financial decisions you make align with your personal values.
Our practice operates as a fiduciary and as an independent Registered Investment Advisor (RIA). Fiduciaries and RIAs are required by law to represent the best interests of their clients when selecting investments and giving advice. Those best interests include recommending low-cost options when selecting funds and other investments and avoiding conflicts of interest.