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In the Media

Business Innovators Conversations with Industry & Community Leaders

Are You Successfully Preparing Your Heirs for Wealth 
The San Diego Foundation

Good News Bad News
San Diego Business Journal

san diego state university featuring R. J. Kelly

R. J. Kelly: Are You Successfully Preparing Your Heirs for Wealth
San Diego State University

R. J. Kelly: Man With a Mission
American College CAPShare

Lasting Legacy Awards: Celebrating the Good in the World
Horsesmouth

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Doing Well By Doing Good: Why Helping a Prospect’s Higher Purpose Can Make Them a Client
The International Association of Advisors in Philanthropy

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Three Ideas To Stay In Business During A Crisis  
MDRT Resource Zone 

Doing well while doing good
MDRT Resource Zone 

Typical Client
The San Diego Union-Tribune

The Buckets List
Senior Market Advisor (Now Retirement Advisor Magazine)

Aspire to Inspire Before You Expire – R. J. Kelly interviews T. Denny Sanford
San Diego Magazine

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Comprehensive Financial Planning? What Is It – And Why Do It? AdvisorNews

Building A Legacy – One Life At A Time
MDRT Foundation

Turning Business Into action 
Flying V Group

Disablility Insurance – Ugly and Getting Uglier
San Diego Physician

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4540 Kearny Villa Road
Suite 114
San Diego, CA 92123
Office: (858) 569-0633
Fax: (858) 333-4942
info@wealthlegacygrp.com

Why you shouldn’t start a conversation with “How are you?”
MDRT Resource Zone 


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Wealth Legacy Group®, Inc. is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not directly or indirectly be interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. All written content on this site is for information purposes only. The content is developed from sources believed to be providing accurate information. The information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third-party website you are leaving our site and assume total responsibility for your use or activity on the third-party sites.