Live Your
Legacy.

We help financial professionals like you grow richer in the things that matter most.

Accelerate & Amplify
Your Business.

We serve as the Chief Growth Officer of your business, while you are the CEO. Enabling you to elevate from surviving the business you’ve built, stabilize so to scale it producing a business worth wanting and selling one day.

LEGACY PARTNERS GROW

2X

Staff Engagement

5X

Client Attraction

10X

Business Valuation

THAN THE INDUSTRY AVERAGE

No Data Found

Stabilize
More Effectively

Leverage scientific thinking and system-oriented behaviours so to fortify your commercial foundation enabling your business to scale through automation with grace and ease.

Scale
Smarter & Faster

Engage our proprietary thinking and ideology that has grown some of the world’s greatest minds, thinkers and leaders giving you the competitive advantage to grow unapologetically.

Succeed
Personally & Professionally

Measurably move the needle in areas of your life and business that generates more income, greater impact and epic value for your time, effort and work.

Your Clientele

$50M

50%

Wealth Wallet

$6,102,002

$5,402,002

Multiple Revenue Drivers

No Data Found

What’s Your Worth?

Your next step begins with understanding the equitable value of your reach and relationships.

Real Legacy
Referral Partners
PARTNER FIRMS
0 +
Households Served
0 k+
Total Wealth Wallet Influenced
$ 0 B+
4 Relationship Options
To Choose From
01Remain Independent

02Partner with Us

03Exit The Business

Remain Independent

Be a Referral Partner

Join The Company

As a Referral Partner

Partner with Us

Co-Venture in Your Book

Exit The Business

Sell Your Book & Practice

Realize Your Worth, Live Your Legacy

Work with us or alongside us, and create the life and business you deserve.

Download the Partnership Guide

Get the full story on becoming a Legacy Partner.

    Live Your Legacy
    As a Legacy Partner

    You are more than what you sell.

    At Legacy we believe the time is now to transcend. Shifting from you being regarded as an agent of transaction to an agent for financial transformation performing financial life alchemy for clients and those that trust you. Achieved through the emboldening of your vision, strategy and business plan. You know it, and we can help.

    Why Partner With Legacy?

    Legacy Partners is a growth accelerator and amplifier – focused on financial professionals that possess a client-base and appetite for greater returns on their time, energy and investment thus far building their book of business and practice.

    Our competitive advantage provides you greater competitive immunity.

    We focus on optimally monetizing you and your business, while you stick to what you love doing most: preserving, protecting and having perform better the relationships and those counting on you for mindful, thoughtful and thorough financial life leadership.

    We aren’t looking to train or develop you. We are  committed to growing you and the financial life influence you already demonstrate and have proven – just, well…more.

    Stabilize

    Your Business

    Scale

    Your Business

    Suceed

    With Your Business

    Find Your
    Worth

    adjective

    noun

    the value equivalent to that of someone or something under consideration; the level at which someone or something deserves to be valued or rated: they had to listen to every piece of gossip and judge its worth.

    14600 Branch StreetOmaha, Nebraska 68154

    (888) 321-0808

    Proudly partnered with world-class organizations:

    The information included herein is for informational purposes and is intended for use by advisors only, and should not be copied, reproduced, or redistributed without consent of CWM, LLC. Legacy Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Legacy Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Legacy Group Holdings, LLC. Legacy Coaching does not provide advisory services.