Mission Statement

Legacy Wealth Management is dedicated to improving the well-being of our community by providing comprehensive wealth management to families, professionals, athletes & business owners. We base our investment strategies on academic & scientific research. We are committed to always acting in the best interest of our clients, with the highest level of integrity and professionalism in a way that is ethical & legal.

Our Team

Greg Feese, CRPC®

Greg Feese, CRPC®

Founder and Financial Advisor

Greg is now the Managing Director & Financial Advisor at Legacy Wealth Management Group and holds his CRPC®; Chartered Retirement Planning Counselor designation. Legacy Wealth Management is dedicated to improving the well being of our community by providing comprehensive financial planning to families, professionals, & business owners. We commit to consistently acting in the best interest of our clients, with the highest level of integrity and professionalism in a way that is ethical & legal.

Greg Feese, CRPC®

Greg Feese, CRPC®

Founder and Financial Advisor

Greg is now the Managing Director & Financial Advisor at Legacy Wealth Management Group and holds his CRPC®; Chartered Retirement Planning Counselor designation. Legacy Wealth Management is dedicated to improving the well being of our community by providing comprehensive financial planning to families, professionals, & business owners. We commit to consistently acting in the best interest of our clients, with the highest level of integrity and professionalism in a way that is ethical & legal.

Mark Bailey

Mark Bailey

Financial Representative

Mark was in the Investment and Insurance industry for 5 years before joining Legacy Wealth Management in 2017.  As a registered representative who always acts in the best interest of the client, he understands that each individual has different goals, objectives, resources and timelines.  Mark and his team are able to create customized strategies to help business owners, professionals and families in their efforts to save for retirement and grow wealth,  as well as protect their assets.

Mark Bailey

Mark Bailey

Financial Representative

Mark was in the Investment and Insurance industry for 5 years before joining Legacy Wealth Management in 2017.  As a registered representative who always acts in the best interest of the client, he understands that each individual has different goals, objectives, resources and timelines.  Mark and his team are able to create customized strategies to help business owners, professionals and families in their efforts to save for retirement and grow wealth,  as well as protect their assets.

Donna Deluca

Donna Deluca

Client Relations Manager

Donna began with Legacy Wealth Management in 2015 as the Client Relations Manager. She has over 20 years of experience in the insurance industry that spans from back end programming statistical data to Financial Representative and Training Coordinator with a focus on IT.  Donna handles all client communications and day to day operations in the office.

Donna Deluca

Donna Deluca

Client Relations Manager

Donna began with Legacy Wealth Management in 2015 as the Client Relations Manager. She has over 20 years of experience in the insurance industry that spans from back end programming statistical data to Financial Representative and Training Coordinator with a focus on IT.  Donna handles all client communications and day to day operations in the office.

Our Principle Core Values

Committed

Every client is unique and has different needs; knowing this at all times means we will work hard to understand our client’s individual goals & dreams and that we will never make a recommendation that is not in our clients best interest. Our commitment extends beyond finding a solution by truly being committed to our client’s lives.

Integrity

Integrity is not just an action we take occasionally, integrity is a character trait that our financial advisers are encouraged to develop every single day. We accomplish this by providing a level of service and always adding value to our clients in a way which cannot be bought or measured with money.

Courage and Discipline

We will always have the confidence to face the upcoming road that you, our client will face.  When a financial challenge arises that you need to overcome to reach your goals, we will be right there by your side. We will create a sound financial plan and be committed to the end goal for every client.

Customer Focused

At Legacy Wealth Management, we know that behind every Legacy, behind every investment account is a person or family that has needs, desires and expectations. This is why we strive to consistently be proactive in our daily approach toward each of our services.

Our Story

Legacy Wealth Management Group of Las Vegas was established in December of 2014 by Greg Feese CRPC®.  Greg has over 9 years industry experience prior to starting Legacy Wealth Management and has found that to always act in his clients best interest he needed to offer his clients the best retirement & insurance solutions with the lowest cost platform available; which sparked the changed in 2015 from MassMutual to become an independent advisor.  Legacy Wealth Management Group of Las Vegas is a full service retirement planning, wealth management, & risk management firm.  Investment strategies are based on academics and science; backed by Nobel prize winning research.

We provide personalized financial strategies to families, athletes, professionals, and business owners by offering sound investment & insurance solutions based on the true needs of our clients. We serve as advocates for our clients. We help them manage their long-term decisions that ultimately determine the wealth they and their families will accumulate and leave as their LEGACY! With our team of experts managing your portfolio you will be able to enjoy the life you’ve worked so hard to create for you and your family with less financial stress.

Understanding our approach to investing is key to understanding how our firm works. Legacy Wealth Management has core beliefs that allow us to work along side our clients and always make decisions based on our clients best interest. We design client portfolios based on the science of capital markets & diversification. Through Dimensional Funds philosophy of “adding value over benchmarks and peers through an integrated and flexible approach that considers the interactions among premiums, market frictions, and costs” we are able to separate ourselves from many financial advisors. We believe markets are efficient; proper diversification, risk & asset allocation is not only required but absolutely essential & investing involves trading off risks and costs with expected returns.

Greg Feese CRPC®, wealth management & financial advisor is here to help guide you through the different phases of retirement planning; as a fee based advisor and fiduciary Greg will always act in the best interest of every client..  He understands you’re biggest concerns and will listen to how you feel about every situation and we will be proactive in all planning strategies.

Legacy Wealth Management Guiding Principles

Act in the best interest of our clients

Integrity is the foundation of everything

Base investment strategies on proven academic & scientific methodology

Act in a way that is ethical and legal

Emphasize Financial Sustainability

Create opportunities for our people to contribute both to our success and their own

Contact Our Financial Advisers Today!

Contact Us

Legacy Wealth Management Group, LLC.

Info@LegacyWMGLV.com
Tel: 702.545.0680
Fax: 702.545.0684

8235 S. Eastern Ave, Suite 160
Las Vegas, NV 89123

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Legacy Wealth Management Group, LLC

Legacy Wealth Management Group

Greg Feese CRCP®, Registered Representative, Investment Adviser Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Adviser. PR Wealth Management Group, Inc., Legacy Wealth Management and Cambridge are not affiliated. Greg Feese is securities licensed in Nevada, Arkansas, New York, Illinois, Minnesota, Florida, Georgia, Wisconsin, Washington, Texas and Colorado. This is not a solicitation for sale of securities in any jurisdiction. The registered representatives or investment adviser representatives referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.

© 2017 Legacy Wealth Management Group Las Vegas LLC.

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Legacy Wealth Management Group

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