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?
"Helping Successful Clients Achieve Clarity, Create Confidence
and Build Lasting Legacies For Over 30 Years"
"In 1981, I traveled with professional climbers to Nepal. Their plan was to climb Tawoche, the world's 5th tallest peak. While ascending to 18,000+ feet, I was struck by how clear a perspective one can have at that altitude, versus the busy roads below. Wealth Legacy Group, Inc. provides you with a "mountaintop view" of your situation so you can achieve your most important business and life goals."
Integrated Planning
Proven Results
Peace of Mind
Fixing "Messes"
My gift is an invitation to receive QuoteActions. These short messages contain an inspirational quote followed by a recommended action to help brighten your day.
“I’ve found QuoteActions give me a welcome break from my everyday routine – it helps open my mind and think in a more expansive way!” – Rick I.
Photos on Unsplash by nikko macaspaci, Riccardo Chiarini | Stock Market Photo by Mediamodifier CC0 1.0
4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com