• Lead a Rich Life

    It is not enough to be wealthy. The challenge is to Lead a Rich Life.



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  • Lead a Rich Life

    We are a team of professionals who specialize in the emotional impact of money on individuals, couples, and families.

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  • Lead a Rich Life

    The smartest investment you can make is to develop a healthy approach to your wealth - for yourself and for your family.

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  • Clients

    Wealth Legacy Group serves clients through important stages and transitions in life as they seek to be more confident and competent with their money and relationships. Our clients include Inheritors, Women, Couples, Blended Families, Members of a Family Business as well as Leaders of Foundations and Non-Profits.

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  • Advisors

    Every financial decision a client makes has an emotional component. If these are not addressed then you may be challenged by documents going unsigned and important decisions being avoided. We work collaboratively with advisors, to help your clients overcome the obstacles that may be standing in the way of their desired outcomes.

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  • Speaking & Presentations

    Emily and Jamie are engaging, sought after speakers. Fueled by passion and commitment, their presentations are not only information packed, but interactive, practical, and impactful. As experts in the field of wealth psychology, WLG presenters bring a fresh, vital message to both advisors and clients related to maximizing their time and resources.

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  • Capturing Your Legacy

    Wealth Legacy Group specializes in capturing legacies for families and organizations in a way that honors the past, celebrates the present, and furthers the vision for future generations. We work collaboratively with clients and their advisors to bring context and relevance to our work.

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  • Philanthropic Advising

    Philanthropy is one of the most meaningful and valuable ways to incorporate your values with how your money is utilized in the world. At WLG we empower our clients in leveraging their resources to have the greatest impact – in ways that are true to your values and causes.

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  • Family Business Consulting

    Wealth Legacy Group is committed to assisting family businesses in successfully navigating the complex issues, and the difficult conversations and decisions family business owners face in building sustainability or when contemplating selling the business.

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New at WLG

Family Business Consulting

jim

WLG consultant Jim Rappaport awarded Certificate in Family Business Advising

WLG Consultant, Jim Rappaport, has been awarded the FFI GEN (Global Education Network) Certificate in Family Business Advising (CFBA) by the Family Firm…
Emily Bouchard - Wealth Legacy Group Managing Partner

Family Transitions Specialist Emily Bouchard named faculty member of Exit Planning Institute

Managing partner, Emily Bouchard joined the faculty of the Exit Planning Institute in August of 2015. She presents on “Family Business Transitions” as part of…