Business Details
12 Years
experience
Your Trusted Financial Advisers in Las Vegas
Founded in 2014, Legacy Wealth Management Group has established itself as a trusted fiduciary financial advisory firm serving clients in Las Vegas and beyond. Our team brings over three decades of combined experience in wealth management, retirement planning, and evidence-based investing. We operate under a rigorous fiduciary standard, prioritizing client interests through transparent, research-driven strategies. Our approach integrates Nobel Prize-winning economic principles with Dimensional Fund Advisors' methodologies to deliver tax-efficient, globally diversified portfolios. We specialize in creating personalized financial plans that address retirement income, estate planning, tax coordination, and business continuity.Our commitment to ongoing education ensures clients benefit from evolving market insights while maintaining disciplined investment practices. We emphasize long-term relationships over transactional interactions, focusing on clients' evolving needs across life stages. Our local presence combines national resources with personalized service, ensuring strategies align with individual values and legacy goals. We maintain rigorous compliance standards through our registration as an Investment Advisor with the SEC and state regulators.
Services
Wealth Management
Retirement Planning
Estate Planning
Social Security Analysis
Tax Coordination
Business Planning
Asset Protection
Income Protection
Portfolio Review
Financial Planning
Details
- Year established: 2014
Highlights and features
- We offer over 30 years combined experience in financial advisory services
- Our team operates under strict fiduciary standards at all times
- We implement evidence-based investment strategies from Dimensional Fund Advisors
- Our personalized approach addresses all aspects of financial well-being
- We maintain ongoing professional education to serve evolving client needs
Services
Wealth Management
Our wealth management services create comprehensive strategies that integrate investment planning, tax efficiency, and legacy goals. We develop customized portfolios using low-cost, globally diversified funds while maintaining tax-smart strategies for long-term growth. Our evidence-based approach ensures clients receive disciplined investment solutions aligned with their risk tolerance and financial objectives.
Retirement Planning
We design personalized retirement plans that address income sustainability, tax-efficient withdrawals, and healthcare cost planning. Our approach includes pension maximization, Social Security timing analysis, and required minimum distribution strategies. We stress-test plans against market volatility and longevity risks to ensure financial security throughout retirement.
Estate Planning
Our estate planning coordination helps clients protect and transfer assets efficiently. We assist with will and trust integration, beneficiary designation audits, and tax-efficient gifting strategies. Our services address business succession planning and Nevada-specific probate considerations while working with clients' legal advisors to implement comprehensive solutions.
Social Security Planning
We analyze optimal Social Security claiming strategies considering spousal benefits, health outlooks, and retirement timelines. Our planning integrates pension decisions and Medicare coordination to maximize lifetime income. We help clients avoid common filing mistakes that could reduce benefits by thousands of dollars over time.
Asset Protection
Our asset protection strategies include disability insurance, life insurance, and business continuity planning. We assess risk exposure to create defensive financial plans that maintain cash flow during unexpected events. Our approach ensures clients' financial security remains intact against potential income disruptions or health emergencies.
People
Greg Feese
Founder and Financial Adviser
CRPC-certified financial adviser with almost 20 years of experience, Greg established Legacy Wealth Management Group in 2014. He specializes in fiduciary advisory services and evidence-based investment strategies.
Joseph M Kloeckner
Financial Adviser
Experienced financial adviser offering tailored investment solutions and group benefits planning. Joseph brings over 15 years of industry expertise to client relationships and portfolio management.
Evony Gulotta
Director of Operations & Client Relations
Client-focused operations leader with expertise in streamlining financial services. Evony ensures personalized, proactive client support while maintaining operational excellence across all advisory processes.
Questions
What financial services do you offer in Las Vegas?
We provide wealth management, retirement planning, estate planning, tax coordination, Social Security analysis, and business continuity planning for Nevada residents.
What makes Legacy different from other advisors?
Our fiduciary commitment, evidence-based strategies from Dimensional Fund Advisors, and personalized approach distinguish us from commission-based advisory firms.
How do I know if I'm ready to retire?
We analyze your savings, projected income needs, healthcare costs, and Social Security timing through scenario modeling to determine retirement readiness.
When should I claim Social Security benefits?
Optimal timing depends on health outlook, spousal benefits, and retirement timeline. We analyze these factors to maximize lifetime benefits.
Do you offer tax planning services in Nevada?
Yes, we integrate tax-efficient strategies including Roth conversions, tax loss harvesting, and asset location optimization into financial plans.
What estate planning support do you provide?
We coordinate wills, trusts, and healthcare directives while addressing Nevada-specific probate rules and tax-efficient wealth transfer strategies.
