Wealth Legacy Group, Inc.

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.
Dec 4th, 2023

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.
May 27th, 2023

Oct 10th, 2021

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 family. The referral of my friend to RJ made me look like a hero. It won't be my last.
Jun 6th, 2021

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 price. Using his advice, I will likely recoup the cost of his service within a year. The work done to establish our family's values and a system of family governance, family meetings, etc., has been truly a heartwarming experience to my family members, even our grandchildren who genuinely appreciate the meaning of our shared values and goals. RJ is clearly highly experienced in all facets of estate planning including tax regs and a variety of ways to tailor estate planning to our needs so I am comfortable that I am getting good advice. I also found him to be very patient, something my wife and I needed as we took quite some time sorting through all that needed to be done for estate planning while juggling the demands of everyday life.
Jun 28th, 2021