My name is R. J. Kelly! I am a Registered Investment Advisor and Founder and Chief Visionary Officer of Wealth Legacy Group, Inc. For over thirty years, I have specialized in the diverse planning needs of closely-held business and professional families. Through our proprietary and comprehensive process, WLG helps clarify what matters most to clients.
Having clarity brings a prioritizing of goals. Having crystalized goals brings confidence which inspires action and results. By using the WLG process, it brings peace of mind for addressing the ever increasing challenges of business and life. Coupled with our annual review process, planning and growth stays "on target" to reach higher levels of results and satisfaction.
Having clarity brings a prioritizing of goals. Having crystalized goals brings confidence which inspires action and results. By using the WLG process, it brings peace of mind for addressing the ever increasing challenges of business and life. Coupled with our annual review process, planning and growth stays "on target" to reach higher levels of results and satisfaction.
Services
About Us
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We believe that successful entrepreneurs and professionals want and need a comprehensive planning process to ensure the eventual transition and legacy of their business and their wealth. Unfortunately, most individuals are too busy running their hectic day-to-day lives and don't take the time to put an integrated and comprehensive plan in place.
Our Process
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The Wealth Legacy Assessment provides an unbiased review of how well your current planning serves you today and how well it will hold up in the years to come. The Wealth Legacy Assessment is a 'quick check-up' that evaluates up to twelve critically important areas of planning. The assessment measures how well your current planning aligns with your personal goals.
In The Community
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Each year, the staff of Wealth Legacy Group, Inc., our clients, colleagues and friends meet at the San Diego Food Bank to volunteer our time because we believe that just one day can make a difference to a family or individual in need. We hope you will join us at our next event! R. J. takes philanthropy very seriously.
Testimonials
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The Federal Securities & Exchange Commission recently relaxed their rules regarding the use of client testimonials. The State of California, however, is still studying this allowance. At this point, therefore, we are not allowed to post the significant list of client and professional testimonials we have available.
Reviews
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