We are excited about the future of possibilities that independence gives us. If we see something that we truly believe can help our clients, the open architecture of our independent firm allows us to offer these solutions.

CHAD KELLER, CFA®, AIF®

Founder & Managing Partner

Multi-Generational Relationships

We are committed to building trusted, long-term relationships – collaborating with you and your family to preserve your wealth, reduce your financial stresses, and shape a meaningful legacy.

We do so through objective investment advice and tailored financial planning, comprehensive wealth management services and solutions.

The Value We Deliver

Clarity

We seek to simplify the complexities of wealth and make your life easier.

Peace of Mind

We help you achieve the financial confidence you need to enjoy your journey.

Fulfillment

We pursue long-term outcomes to protect your family and shape your legacy.

Benefits of Independence

We align everything we do to protect your best interests and deliver immediate and ongoing benefits to you and your family.

  • Fiduciary Commitment
  • Highly Personal Relationships
  • Objective & Tailored Planning
  • Comprehensive Investment Opportunities
  • Advanced Research & Investment Solutions
  • Access to robust industry tools & technologies
  • Carefully curated Partners & Resources

Trusted Resources

As an independent firm, we are positioned to partner with what we believe to be the best alliances,
resources, and technologies in the industry.

Sanctuary Wealth, is an SEC-registered investment advisor that shares our values and commitment to delivering an exceptional experience. To help us do so, Sanctuary provides us unwavering support, cutting-edge technology, and access to a diverse range of solutions – enabling us to invest our time where it matters most: focused on clients like you.
Visit Website
M&K Legacy Wealth has selected BNY (Bank of New York) Mellon Pershing, the largest custodian in the world to custody our client assets. BNY Mellon custodies over $40 Trillion and is the longest standing operating bank in the U.S. surpassing 235 years.
Visit Website
Pershing and M&K Legacy Wealth are separate, unaffiliated companies, not responsible for each other’s services or policies. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Pershing works behind the scenes for our firm to provide clearing, custody and other brokerage services.