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

Man with a Mission

Torn apart by a bloody and bitter civil war, the country of Liberia in West Africa is recovering slowly and painfully. Formed by freed U.S. slaves and just now emerging from an outbreak of Ebola, it is a nation devastated by years of war with significant needs of...

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2017-lasting Legacy and Inspiration Awards
Have You Been Meeting Too Many Smart, Connected, Motivated People Who Genuinely Care About Others And Are Making A Lasting Difference In The World?

2017-lasting Legacy-Inspiration Awards Don’t worry if you answered “no” to the title of this article.  You are not alone.  The primary reason why I co-founded the Lasting Legacy and Inspiration Awards™ was to counteract all the negative news in the media—on...

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Business Exit – Transition – Succession Planning … “Watcha Gonna Do?”

For every entrepreneur, at some point they need to come to grips with a very important question. That question is, “what happens to this business if I am killed, disabled, and especially, one day want to retire from – or pass the business to – family, the management team, the employees or a combination thereof?” On...

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Success Is A State Of Mind!

Do you have the right attitude to achieve success in business? How would you like to reach your highest and most audacious business goals following six simple steps? Success comes with confidence and attitude, and to reach your goals in life, requires a positive attitude to keep on going on the...

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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.