Wealth & Legacy Group is a premier brand dedicated to serving families who strive to go beyond success and achieve true significance. With a focus on guiding successful entrepreneurs, industry leaders, and generational families, we offer a unique experience that fulfills their vision for wealth and loved ones. The journey of Wealth & Legacy Group began 30 years ago when Chad and Danielle Reyes, childhood friends turned married couple, ventured into the insurance business.

Their exceptional ability to listen to clients set them apart from other firms. Over time, they realized that their clients desired more than just a product - they sought a comprehensive system for generational planning and putting their family first. Today, Wealth & Legacy Group is a trusted advisory team, assisting clients with lifelong personal and business decisions.

Our team includes strategic experts who help navigate complex financial decisions, reduce tax liability, and ensure a strong family legacy for future generations. By embracing the principles of "Family, First," Wealth & Legacy Group provides a holistic approach that empowers successful families to achieve long-term harmony and prosperity. Contact us now to embark on your wealth and legacy journey