Legacy Vault is a proprietary tool providing our clients insight and control of their finances. Legacy Vault provides a central location for all of your finances. It has integrated tools for planning, forecasting and modeling which can be customized for each client.

The Legacy Vault is unique in its ability to provide you with 24/7 view of your financial life.

It also serves as a centralized and secure vault for important client documents, such as:

– Investment Statements
– 401(k) Statement
– Trust Documents
– Wills
– Insurance Policies
– Property Deeds