Wealth Legacy Group, Inc., based in San Diego, CA, is a trusted advisory firm led by R. J. Kelly, a Registered Investment Advisor with over 30 years of experience specializing in comprehensive planning for successful individuals and their families.
With a focus on integrated planning and proven results, Wealth Legacy Group offers a holistic approach to financial and legacy planning, helping clients achieve clarity, prioritize goals, and navigate the challenges of business and life with confidence and peace of mind.
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