Wealth Legacy Group, Inc. in San Diego

Review №1

2023-12-11 17:47:03

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.

Review №2

2021-02-12 02:35:00

Working with RJ and his team has been a blessing for myself and my family. As a real estate investor, I look for value and seek to capitalize on what I have while focusing on future growth. RJ came to the table with a myriad of options and took the time to narrow down our focus to the one (and best) solution that would have the most positive impact for my goals financially & otherwise. I could not be more satisfied with my experience working with the Wealth Legacy Group. I will work them again and highly recommend them to friends and colleagues. Keep up the good work!

Review №3

2021-01-16 02:35:09

It is always a pleasure working with R. J. Kelly of Wealth Legacy Group! Assisting clients, he listens to understand and to help them develop a clear-cut plan for the future. He is a strategic thinker and keeps the needs of his clients at the forefront. I’m always impressed at his organized approach to discovery, strategy and implementation, and I feel confident that clients feel safe in his and his team’s care.

Review №4

2022-03-31 16:44:46

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 wont be my last.

Review №5

2023-05-26 19:54:02

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.

Review №6

2020-05-13 15:08:34

R.J. has helped me and my family tremendously in reviewing and analyzing everything we have accumulated over the years, His expertise and knowledge have been invaluable in helping us make plans on how to extend our inheritance to future generations as well as making a philanthropic impact. In addition to being a financial advisor, he is also a great friend. He not only takes the time to understand the financial aspect, but also takes the time to understand the family dynamics and individual personalities. I would highly recommend his services.

Review №7

2021-04-28 21:07:19

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 lifes 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 wed 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 familys 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.

Review №8

2020-06-16 19:29:39

Ive had the good fortune to know R.J. for over twenty years. I met R.J. in 1998 shortly after the sale of my first company. Ive sold two others since. With each successive business exit R.J.s guidance has become more and more important. Hes patient with his clients, but hes willing to kindly and respectfully push when necessary to ensure his clients benefit. He does it with data and with wisdom - the latter best acquired through years of experience through many market cycles. Its obvious R.J. is a student of wealth management as well - continuing to build on his expansive knowledge. He has full access to a variety of tools to ensure a holistic approach to estate and wealth management. Since Ive known R.J., hes emphasized philanthropy in his counseling. Hes concerned about the greatest growth and the highest application of your resources. I admire that. My wife and I are grateful to know and work with him and his stellar team.

Review №9

2020-06-22 18:55:20

Ive worked with the Wealth Legacy Group since around 2014 as I was transitioning from the Marine Corps. RJ, Vymean, and the whole WLG team are a professional and caring team for their clients and the overall San Diego community. With a great belief in servant leadership and philanthropy, I highly recommend all San Diegans to learn about this amazing group and discover how they can both benefit from their experiences and how they can become a part of this organization too.

Review №10

2020-05-12 17:26:28

RJ Kelly leads a very talented and responsive team. They have a wealth of experience and a customer-centric approach that really works for me. They care about their clients and focus on their needs. I highly recommend them