Welcome To Wealth Legacy Group® , Inc.

Trusted Advisor to The Exceptional Entrepreneur, Executive, Professional and Franchise Owner


My name is R. J. Kelly! I am a Registered Investment Advisor and Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. For over thirty years, I have specialized in the diverse planning needs of closely-held business and professional families. Through our proprietary and comprehensive process, WLG helps clarify what matters most to clients. 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?

  • Bringing clarity and peace of mind for over thirty years
  • R. J. Kelly, CAP, CLU. ChFC, MSFS, RICP, IAR

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.

Why Choose Us?

Integrated Planning

Proven Results

Peace of Mind

4550 Kearny Villa Road
Suite 103
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942