Policies and Disclosures

Wealth Legacy Group® R. J. Kelly and our entire staff… are deeply committed to your well being, satisfaction and privacy. If you have any questions regarding our policies, procedures or activities, please call our office at 858-569-0633 or contact us at info@wealthlegacygroup.com.

  • Click here for Our Commitment to EXCELLENCE… What you can expect from us and what we ask of you.
  • Click here for our Code of Ethics
  • Click here for our Privacy Statement

Wealth Legacy Group®, Inc. offers a money-back guarantee for services rendered. Wealth Legacy Group®, Inc. reserves the right to independent arbitration to determine whether contractual services have been met.


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