Moving People from Success to Significance

Our team consists of legal strategists and financial advisors, including lawyers and financial managers.

OUR EXPERTISE

 

Family Wealth Legacy contributes a unique and skillful blend of technology leadership and investing to discover high value and high appreciation alternative investments.

 

UPVESTING FUND

Our flagship fund, the Upvesting™ Fund provides institutional investors and private accredited clients with a new class of outperforming investment alternatives.

 

WEALTH MANAGEMENT

 

 Wealth management is a broad term used to encapsulate the consultative services that equate to the enhancement of a person’s financial circumstances. An easier concept to understand wealth management by is through the term wealth planning.

 

Wealth management services can include investment management, portfolio management, financial planning, tax reduction strategy, estate planning and asset protection, as well as any other economically related framework that can be used to financially enhance an individual or a company. 

 

OUR FUNDS

We currently have two great vehicles available that have a track record of proven results and high returns. 

FAMILY WEALTH LEGACY INVESTMENTS LP: 

The Fund's primary objectives are capital preservation, long-term capital appreciation, and limitation of downside risk. The General Partner presently intends to pursue these objectives with a principal focus on publicly traded securities that offer fast liquidation, less peak to valley draw down than the S&P 500, transparency, and real time reporting. 

 

FAMILY WEALTH LEGACY FIXED RETURN FUND LLC: 

High fixed rate of return of approximately 9%.

 

UPCOMING EVENTS

Lunch & Dinners

Watch for 2020 Events!
Time is TBD
Location is TBD
Time is TBD
Location is TBD
We are busy planning our events for the 2020 Calendar. Please check back for more information.
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What Our Clients Are Saying

Matthew thank you for your tender care of our senior relative and your professional demeanor and bearing. We feel that you and your firm set the bar for estate planning and senior related needs. Thanks again Matthew."

"

Satisfied Clients, Virginia
Ken really understood every tool to assist us in the managing of our wealth. Ken's patience with us helped us to feel taken care of and that our financial future was intact. Ken we recommend you with the highest regards"

"

Heino & Nancy Kemnitz, California
Congratulation Matthew your company Family Wealth Legacy has earned the Better Business Bureau Complaint Free Award for 2014, an honor exclusive to BBB Accredited businesses. We are honored to recognize your business for superior performance in the area of ethical business practices."

"

Steven Bernas, President/CEO, Better Business Bureau

NEVER MISS AN UPDATE OR EVENT!

CONTACT US

BETTER YET... SEE US IN PERSON!

5170 Golden Foothill Pkwy

El Dorado Hills, California 95762

916.918.2146

10900 NE 8th Street

Suite 1000
Bellevue, Washington 98004

855.398.2900

1512 Eureka Road

Suite 130

Roseville, California 95661

916.918.2146

1526 South Grove Avenue

Suite 204

Barrington, Illinois 60010

855.398.2900

OR... SEND US A MESSAGE

2185 North California Boulevard

Suite 260

Walnut Creek, California 94596

855.398.2900

7887 E. Belleview Avenue

Suite 1100
Denver, CO, 80111

855.398.2900

7887 E. Belleview Avenue

Suite 1100
Denver, CO, 80111

855.398.2900

CONTACT US

BETTER YET... SEE US IN PERSON!

5170 Golden Foothill Parkway

El Dorado Hills, California 95762

916.918.2146

10900 NE 4th Street

Suite 2300

Bellevue, Washington 98004

855.398.2900

1512 Eureka Road

Suite 130

Roseville, California 95661

916.918.2146

1526 South Grove Avenue

Suite 204

Barrington, Illinois 60010

855.398.2900

OR... SEND US A MESSAGE

2185 North California Boulevard

Suite 260

Walnut Creek, California 94596

855.398.2900

7887 E. Belleview Avenue

Suite 1100
Denver, Colorado 80111

855.398.2900

11622 El Camino Real

Suite 100
San Diego, California 92130

855.398.2900

67 South Bedford Street

Suite 23

Burlington, Massachusetts 01803

855.398.2900

 

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