The Mather Group announced a partnership with Legacy Consulting Group, a Plano, Texas-based wealth management firm with more than $400 million in assets under management. The partnership expands The Mather Group’s presence in the Dallas-Fort Worth market while bringing Legacy’s Financial Life Planning approach and nearly three decades of experience into TMG’s broader wealth management platform.
The Mather Group manages approximately $17 billion and serves high-net-worth individuals and families nationwide.
Legacy Consulting Group was founded in 1997 and has built its practice around helping clients connect financial decisions with their broader life goals, values, and long-term priorities.
The firm is led by partners Roger A. Shake and Steven G. Wachs, both of whom have more than 35 years of experience.
Shake has focused on helping clients navigate major personal and financial transitions, while Wachs serves as Chief Investment Officer and oversees the firm’s investment philosophy and process.
Legacy’s planning model begins with understanding a client’s personal circumstances, goals, and values before developing a customized financial strategy.
Its services combine investment management with planning across retirement, taxes, estate planning, risk management, and other financial needs.
The partnership is designed to preserve Legacy’s existing client relationships and planning approach while giving clients access to a broader range of resources through The Mather Group.
Those capabilities include integrated financial planning, investment management, tax strategy, and estate planning.
The combination also supports The Mather Group’s continued expansion in the Dallas-Fort Worth area.
TMG operates 14 offices nationwide and uses a fee-only advisory model focused on high-net-worth individuals and families.
The firm describes its approach as Why-Powered Wealth Management, centered on aligning financial strategies with the goals and values that matter most to clients.
Through the partnership, Legacy clients are expected to continue working with the same relationship-driven planning model while gaining access to TMG’s larger operational and advisory platform.
KEY QUOTES:
“We’re excited to partner with Legacy Consulting Group and bring together two firms that share an aligned approach to helping clients make thoughtful, values-based financial decisions. By bringing our teams together, we can preserve the personalized relationships and thoughtful planning Legacy’s clients value while expanding the resources and capabilities available to support them through every stage of their financial lives.”
Jennifer des Groseilliers, CEO of The Mather Group
“For us, financial planning has always started with understanding what matters most to a client and what they want their wealth to make possible. This partnership allows us to continue that work while giving our clients access to a broader set of resources and expertise as their lives and financial needs evolve.”
Roger A. Shake, Partner and Financial Planner at Legacy Consulting Group
“Periods of market uncertainty are often when disciplined advice matters most and I believe is when we do your best work. Our role is to help clients look beyond short-term market movements, stay focused on the plan we’ve built together, and make decisions with their long-term objectives in mind. Partnering with TMG gives us additional resources and expertise to support that approach as our clients’ needs continue to evolve.”
Steven G. Wachs, Partner and Chief Investment Officer at Legacy Consulting Group
