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We’re Creating New Generations of Wealth

Discover what’s financially possible with a professional team that’s passionate about helping you achieve your goals.

Wealth is for everyone

We believe that even if financial literacy hasn’t been given to you, that you deserve it. And we’re proud to bring experience that spans the nation’s financial firms to a space where we can empower, educate, and build generational wealth for everyone.


How we stand apart

We Speak Your Language

Our professionals speak 14 different languages. More importantly, we hire individuals who truly reflect our clients, ensuring you can work with someone who understands your needs.

We’re Natural Educators

Finance is complicated. Working with us is not. We make sure our clients are empowered with the experience we bring so that financial literacy doesn’t stop with you.

We’re Invested In You

We’re a smaller firm because it gives us more power to help our clients. Without being beholden to specific products, we can truly find out what you want and show you a clear plan to get there.

We’re building a movement

Even more than wealth for our clients, our founder — Chris Gandy — is a proud financial spokesperson and educator who is dedicated to expanding financial literacy further than it’s ever been allowed to go. Learn more about how we give back with our non-profit arm, The Legacy Collective.