Where to start with Wealth Legacy Group®, Inc.

Our proprietary approach helps clients obtain clarity and prioritization of goals,
which results in confident action, with the end result being satisfaction and peace of mind.

Personal Planning

  • Estate | Asset Protection | Taxes | Insurance

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Business Planning

  • Buy-Sell | Succession | Taxes | Insurance

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Accumulation Planning

  • Retirement | Education | Investment | Taxes

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Preparing Your Heirs for Wealth

Legacy Planning

  • Philanthropy | Conflict Resolution | Taxes

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Who is R. J. Kelly?

Bringing clarity and peace of mind for over thirty years.

 

Hi, I'm R. J.! I am a Registered Investment Advisor and Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. For over thirty years, WLG has specialized in the diverse planning needs of closely-held business and professional families. Through our proprietary and comprehensive process, we help clarify what matters most to them. Having clarity brings a prioritizing of goals. Having crystalized goals brings confidence which inspires action and results. By using the WLG process, it brings peace of mind for addressing the ever increasing challenges of business and life. Coupled with our annual review process, planning and growth stays “on target” to reach higher levels of results and satisfaction. So, are you ready to plan a better and brighter future?

 

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Latest posts

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Is Compound Interest the Most Powerful Force in the Investment Universe?

Compound Interest Investment TipsRecently, I was discussing compound interest and the best time to start investing with a major league baseball player in his mid-20s who was in the office.  He had the insight to understand that...

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Earn higher interest rate while still having liquidity
Would You Like To Earn a Higher Interest Rate While Still Having Liquidity?

Earn higher interest rate while still having liquidityEarlier this month, I asked a client if he wold like to earn a higher interest rate while still having liquidity  after he complained about the paltry earnings on his corporate cash management account.  He...

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Ten-Worst-Financial-Mistakes
The 10 Worst Financial Mistakes … And How to Avoid Them

Ten-Worst-Financial-MistakesI recently had dinner with a client who is the CEO of a Fortune 500 company. Although he is now a multimillionaire and no longer worries about money, his path to fortune was full of setbacks.  He made countless financial mistakes along the way and did not learn...

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Employment-Law-Get-to-Know-The-Rule
“Six Ways To Protect Your Business Against Employment Lawsuits”

Employment-Law-Get-to-Know-The-RuleI co-host The Wealth Building Hour radio show.  I recently had the pleasure of interviewing two guests, Ken Rose, Esq. and Jack Landers, who addressed employment law issues and the use of Employment Practices Liability Insurance to protect your business against employment...

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In 1981, I travelled with professional climbers to Nepal in their quest to climb Tawoche, the world’s 5th tallest peak. While ascending to 18,000+ feet, I was struck by how clear a perspective one has at that altitude, versus the busy roads below. Likewise, WLG provides you with a “mountain top view” of your situation so you can achieve your most important business and life goals.