Wealth Legacy Group, Inc.

RJ is a pure pleasure to work with. The confidence he fosters in conversations and his keen insights into complex matters sets him apart.

R.J. Kelly is truly one of a kind. He is the perfect combination of head and heart, professionalism, compassion and integrity. I highly encourage other business owners to take advantage of his expertise in so many areas: From wealth creation to distribution, from business to personal financial planning, and from tax mitigation to creating a true lasting legacy, R.J. Kelly is the best.

Working with RJ and his team has been a blessing for myself and my family. As a real estate investor, I look for value and seek to capitalize on what I have while focusing on future growth. RJ came to the table with a myriad of options and took the time to narrow down our focus to the one (and best) solution that would have the most positive impact for my goals financially & otherwise. I could not be more satisfied with my experience working with the Wealth Legacy Group. I will work them again and highly re

R.J. has helped me and my family tremendously in reviewing and analyzing everything we have accumulated over the years, His expertise and knowledge have been invaluable in helping us make plans on how to extend our inheritance to future generations as well as making a philanthropic impact. In addition to being a financial advisor, he is also a great friend. He not only takes the time to understand the financial aspect, but also takes the time to understand the family dynamics and individual personalities. I

RJ Kelly and I have know each other for over a decade, and I have come to appreciate the value of his experience and how he artfully integrates that in his analysis and advice to his clients, associates and friends. RJ assisted one of my closest friends about ready to realize a significant asset sale. RJ turned this infusion of cash deposited to a bank account to a life changing capital event that significantly increased the resources available to fund education, travel and charitable goals for my friends

It is always a pleasure working with R. J. Kelly of Wealth Legacy Group! Assisting clients, he listens to understand and to help them develop a clear-cut plan for the future. He is a strategic thinker and keeps the needs of his clients at the forefront. I'm always impressed at his organized approach to discovery, strategy and implementation, and I feel confident that clients feel safe in his and his team?s care.

I would highly recommend the services of RJ Kelly and his company. Since my wife and I are entering retirement years we wanted help with how we could pass on our life's work to the next generations in our family. Not only our material assets, but our family values and lessons learned as well. This was a mammoth task we'd never done before so I searched numerous estate counselors and came across RJ Kelly. He promised he could help us in all that we wanted to achieve. And he has done just that at a fair

RJ got me $3.2M life insurance policy for our SBA loan. High integrity, easy to work with, and great expertise. Highly recommend RJ and his team.

I've had the good fortune to know R.J. for over twenty years. I met R.J. in 1998 shortly after the sale of my first company. I've sold two others since. With each successive business exit R.J.'s guidance has become more and more important. He's patient with his clients, but he's willing to kindly and respectfully push when necessary to ensure his clients benefit. He does it with data and with wisdom - the latter best acquired through years of experience through many market cycles. It's obvious R.J. is

RJ Kelly leads a very talented and responsive team. They have a wealth of experience and a customer-centric approach that really works for me. They care about their clients and focus on their needs. I highly recommend them

A Legendary Legacy R. J. Kelly is genuinely interested in your well being. I know that may seem like a stretch, especially if you have never had the privilege of meeting and communicating with him, but please consider how he has encouraged, challenged, counseled, taught, strengthened, advised, coached and pro-actively collaborated with multitudes of people, yet still makes time for you. It is his passion, his calling, his joy, and his legacy! The life and legacy of R. J. Kelly and all that has been done t

It was great to know from an expert that the corporate structure I set up a zillion years ago was good. The binder it sits in is about 3 inches thick. Desiree was able to assess the mass of information very quickly and ask me a number of questions. She gave me additional things I could do to improve the functionality and tax benefits of my business. Things I have implemented and work for me today.

rj is a total professional. he really knows the complexities of his business and has the common sense to call on experts when he doesn't know the answers. he never lets ego stand in the way of providing his clients with the best answers for their questions. alan nevin

?I have worked with, collaborated with, and have known R. J. almost two decades. R. J. is the consummate professional who always strives to put the client first and constantly exemplifies the highest degree of integrity in everything that he does. It does't hurt that R.J. is also a brilliant advisor! I highly recommend R. J. for your consideration. You will not be disappointed.?