Legacy Advisors
Your Legacy.Strategically Built.
Investments, taxes, CPA services, estate planning, insurance — life, health, home, and auto — philanthropy, and family governance must no longer be treated in isolation. True wealth preservation requires every discipline working as one.
$2.4B+
Assets under advisement
30+
Years of combined experience
180+
Families served
3
Generations of clients
What we do
A full spectrum of advisory services
For too long, the disciplines of wealth have operated in silos — your CPA unaware of your estate plan, your investment advisor disconnected from your insurance strategy. We exist to change that. Every service we provide is designed to work in concert with the others.
Wealth Management
Disciplined, long-horizon investment strategies built around your family's specific goals, risk tolerance, and generational timeline.
Estate & Trust Planning
Structuring your estate to transfer wealth efficiently, minimize tax exposure, and honor your intentions across every generation.
Tax & CPA Services
Coordinated tax planning across income, capital gains, estate, and business interests — managed in direct alignment with your investment and estate strategy.
Insurance Planning
Comprehensive coverage review across life, health, home, and auto — ensuring your family and assets are fully protected without unnecessary cost.
Family Governance
Frameworks and facilitation that align family members around shared values, decision-making, and the stewardship of shared assets.
Philanthropic Strategy
Designing charitable giving programs that reflect your values and create lasting impact — from donor-advised funds to private foundations.
Our advisors
Counsel you can trust
James Whitfield
Managing Partner
CFP®, CFA — 28 years in private wealth advisory
Catherine Holt
Director of Estate Planning
J.D., LL.M. (Taxation) — Former partner at Holt & Mercer LLP
Robert Ashford
Senior Investment Advisor
CFA, CAIA — Formerly with Goldman Sachs Private Wealth
The right time to plan is before you need to.
Every family's situation is unique. A conversation costs nothing — and often changes everything.