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Financial Planning
A written plan for every goal, account, and stage of life — reviewed as your circumstances change.
- Written plan
- Cash flow review
- Goal milestones
- Annual review
LEGACY WEALTH GROUP
Strategic Wealth Planning With Discipline & Clarity.
Tailored financial architecture for high income professionals, business owners, and individuals whose legacy demands precision, discretion, and a multi-generational horizon.
- 10+
- Years Experience
- 1500+
- Families Served
- $68T
- Wealth Transfer Underway
- 5★
- Client Rating
Strategic PlanningWealth ProtectionLegacy ContinuityTax EfficiencyRisk ManagementMulti-GenerationalDiscretionPrecision
Strategic PlanningWealth ProtectionLegacy ContinuityTax EfficiencyRisk ManagementMulti-GenerationalDiscretionPrecision
About LWGThe Strategic
The Strategic
Horizon
We are a collective of over 100 licensed professionals committed to a single standard of excellence.
We work with professionals, business owners, and individuals who value clarity, discipline, and long-term financial structure. Our approach is deliberate and relationship-driven — we believe financial decisions should be made with intention, not urgency.
Through thoughtful planning and risk-managed strategies, we help clients align their resources with their long-term objectives. We are committed to building enduring relationships rooted in trust, transparency, and consistency.
Explore whether a private client approach is right for you.
Request a CallHow We Can Help
Financial planning solutions tailored to your life.
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Who We Serve
Designed for the dedicated.
Our firm is structured to serve a select group of clients with complex financial architectures requiring a high-touch, multi-generational perspective.
Founders & Entrepreneurs
We work with founders and entrepreneurs at every stage — scaling a growing venture, preparing for a sale or exit — to plan around concentrated equity, evaluate QSBS eligibility, and structure liquidity events, so the legacy you created is protected and given purpose.
Family Business Owners
We coordinate your personal wealth and the business as one connected picture: weighing whether the company stays in the family or is sold, succession plans that respect financial realities and relationships, and strategies that unlock value while preserving control.
Corporate Executives
Executive pay arrives in pieces — salary, bonus, deferred plans, and benefits — each with its own tax and timing questions. We plan the whole picture, coordinating savings, protection, and retirement income so today's compensation quietly funds the life and legacy you're working toward.
Next-Generation Leaders
The rising generation inherits assets, responsibility, and expectation. We build genuine financial fluency — from portfolios and trusts to the decisions that shape family wealth — so the next steward leads with confidence and purpose.
Professional Athletes & Entertainers
Wealth earned in a few intense years needs a different plan. We focus on contract and royalty planning, tax strategy across states, disciplined saving and investing, and coordination with agents, attorneys, and business managers — building security that outlasts the spotlight.
High Income Professionals
Physicians, lawyers, pilots, and other high earners often have more income than time to plan with. We coordinate tax-advantaged savings, protection, and investing so a strong paycheck builds durable wealth instead of a larger tax bill.
Federal Employees
Federal service comes with its own picture — TSP, FERS or CSRS, agency contributions, and retirement dates that change the math. We plan around those rules so leaving service is a decision you make, not a date that happens to you.
The Roundtable
Counsel and Intelligence, Working as One.
A vetted network of specialists and an AI backbone — every dimension covered by people, tested by data.
The People
Counsel Across Every Discipline
Estate attorneys, CPAs, tax strategists, and valuation specialists — coordinated under one strategy.
The Platform
Powered by Intelligence
AI-driven analytics and predictive modeling, so recommendations arrive faster and with more precision.
15+
Partner Firms
50+
Specialists
12
Jurisdictions
1
Coordinated Strategy
"Wealth is not merely the accumulation of assets, but the freedom to define one's own contribution to the future."
Legacy Wealth Group
The Method
A clear path, every time.
Our process is deliberate and repeatable — so you always know where you are and what comes next.
- 01
Discover
We start by listening. Your goals, obligations, and the timeline you're working against — before a single recommendation is made.
- 02
Design
We build a coordinated plan across income, investments, tax, protection, and legacy, so every piece supports the others.
- 03
Implement
We put the strategy to work — handling the paperwork, transfers, and coordination with your attorney or CPA.
- 04
Review
Life changes and so should the plan. We meet regularly, measure progress, and adjust with discipline rather than reaction.
Our Foundation
Legacy Wealth Group is founded on transparency & integrity.
That foundation rests on three commitments we hold to in every engagement: strong fiduciary responsibility, where your interests always come first; total transparency, with no hidden costs or fees; and client discretion, so your affairs stay private and the decisions stay yours.
Our Values
- 1
Intentional Stewardship
Wealth is a tool for stewardship and generational impact. We build it with purpose rather than leave it to chance.
- 2
Discipline Over Reaction
We plan with a long horizon and adjust with discipline, not in reaction to headlines or short-term noise.
- 3
Service Beyond the Numbers
Financial education, mentorship, and community — we measure success in lives as well as portfolios.
Contact Us
Let's start the conversation.
Tell us where you are and where you want to be. Share a few details and we'll follow up to arrange a complimentary, no-pressure conversation about your goals.
Leadership
Meet Our Leadership
Led by our founders, a collective of over 100 specialized licensed professionals committed to a single standard of excellence.
Eric Kyere
Chief Executive Officer
Ashburn, VA
Ruby Kyere
Chief Operating Officer
Ashburn, VA
Franklin Asare
Board Chairman
Client Voices
“
I was three years out from retirement and terrified of outliving my savings. Legacy Wealth Group built me a strategy that guarantees income for the rest of my life — I finally sleep at night.
Educator Client
Retired, Age 64
“
They restructured a significant portion of my taxable portfolio into tax-free vehicles. The projected savings over the next two decades are well into six figures — money that now stays with my family.
Dual-Income Couple Client
Pre-Retirement, Two Incomes
“
As a business owner, I was bleeding profit to taxes every year. Their team designed a plan that maximized retained earnings and minimized my tax bill — without a single aggressive scheme.
Founder Client
Logistics Company
“
Watching the market swing used to ruin my month. Now I have a written income plan, downside protection, and a clear runway into retirement. That clarity is priceless.
Pre-Retirement Couple Client
Approaching Retirement
“
After my father passed, we realized the family estate was a mess. Legacy Wealth Group guided us through generational wealth transfer and trust structuring — preserving what took him forty years to build.
Family Client
Multi-Generational Wealth
“
I started saving at thirty-five thinking I was 'too late.' Their team showed me how compound growth and catch-up strategies could still deliver a seven-figure nest egg by sixty. Best decision I ever made.
Tech Executive Client
Age 42
“
As a physician, I face unique liability and tax pressures. They built a fortress around my assets and carved out tax-free income streams I didn't even know existed. My CPA was shocked — in a good way.
Cardiologist Client
Private Practice
Begin With a Structured Conversation
Schedule a consultation to review your goals.
We'll review your objectives and identify the appropriate strategies — at your pace, with full clarity.
Schedule a Consultation