Gentzkow, Myles Agt

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4550 Kearny Villa Rd Ste 103
San Diego, CA 92123
+1 (858) 569-0633
https://wealthlegacygroup.com

Wealth Legacy Group Inc., founded by R. J. Kelly, is a San Diego-based registered investment advisory firm that specializes in holistic and comprehensive planning for closely-held business and professional families. With over 30 years of experience, they utilize a proprietary process to help clients clarify their goals, leading to increased confidence and actionable results in both business and personal planning.

The firm offers a range of services including business planning, legacy planning, accumulation planning, and personal planning, ensuring that clients receive tailored strategies to address their unique financial challenges. Through regular reviews and a focus on integrated planning, Wealth Legacy Group Inc. aims to provide peace of mind and guide clients toward achieving their most important life and business objectives.

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United States›California›San Diego›Gentzkow, Myles Agt

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