The Legacy Group | Hanover, NH at Morgan Stanley

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The Legacy Group | Hanover, NH

OUR MISSION STATEMENT

We're in the business to help improve the financial lives of our clients for generations through creative and focused investment management, wealth planning and philanthropic services.

Our Story and Services

The Legacy Group | Hanover, NH

Was founded out of the belief that clients deserve a team of advisors who are passionate about helping them reach long-term financial goals.  We take a holistic and planning-based based approach with our clients.  As a team with varied skill sets and sixty-plus years of industry and related experience we are able to deliver world-class services to our clients utilizing our experience and the broad capabilities of Morgan Stanley.



Capabilities for Nonprofit Endowments, Families and Individuals

  • Asset Allocation Modeling
  • Cash Management
  • Donor Advised Funds
  • Donor Stewardship
  • Endowment Planning
  • Fiduciary Education for Staff, Boards and Volunteers
  • Financial, Strategic and Wealth Planning
  • Institutional Investment Management – Active and Passive
  • Insurance and Trust Services
  • Investment and Spending Policy Review
  • Planned Giving
  • Portfolio performance and attribution reporting
  • Sustainable and Mission Aligned Investment Strategies

Services Include

  • Wealth Management
  • Endowments and Foundations
  • Philanthropic Services
  • Sustainable Investing
  • Financial Planning
  • Lending Products
  • Cash Management
  • Trust Accounts
  • Art Advisory
  • Estate Planning Strategies
  • Annuities


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Individuals and Families

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The Productive Nonprofit


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Meet The Legacy Group | Hanover, NH

Philanthropy

Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.

  • Asset management
  • Traditional investments
  • Alternative Investments
  • Impact Investing

Family

Creating customized financial strategies for the challenges that today's families face.

  • Estate Planning
  • 529 Plans / Education Planning
  • Long Term Care Insurance
  • Trust Services and Accounting

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Retirement

Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Ready to start a conversation? Contact The Legacy Group | Hanover, NH today.

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