Our Process
We’re Not Just Advisers.
We’re the Quarterback of Your Financial Life.
At Legacy Wealth Management Group, we help individuals and families build long-term financial strategies that match their goals—without chasing market returns. Whether you’re preparing for retirement, a business owner managing growing assets, or a high-income professional looking to protect your legacy, we offer a comprehensive approach that puts your future first.
Based in Las Vegas, our fiduciary advisers bring almost 20 years (Greg Feese, CRPC®) and over 15 years (Joseph Kloeckner) of financial industry experience. Together, we deliver over three decades of insight in wealth management and retirement planning. We believe in strategies backed by data, not hype—anchored by evidence-based investing through Dimensional Fund Advisors (DFA).
About Us
Your Financial Partner in Las Vegas
Led by Greg Feese, CRPC®, Legacy Wealth Management Group offers personalized advisory services backed by over a decade of experience. As an independent firm operating under PR Wealth Management Group, we bring together the power of national resources and a personal, local touch. Every strategy we build is rooted in listening first—because the only way to create the right financial plan is to understand what matters most to you.
Our Process
Clear Strategy. Thoughtful Planning. Real Results.
01 Understand
Every plan begins with a conversation. We take the time to learn what truly matters to you—your values, concerns, goals, and what you want your wealth to accomplish. No sales pitch, just questions. We review everything from your investments and insurance to your tax returns and estate documents to identify gaps and opportunities others might miss.
02 Customize
Your plan is built with intention and backed by academic research—not gut feelings or guesswork. We use a passive, data-driven approach guided by Dimensional Fund Advisors, grounded in the principles of diversification, cost-efficiency, and long-term strategy. We focus on dimensions of expected return that are proven, persistent, and practical—avoiding complexity for complexity’s sake.
03 Implement
As fiduciaries, we bring clarity to your investment decisions and confidence to your future. Together, we implement a strategy that aligns with your life today and your legacy tomorrow. Whether you're just starting out or nearing retirement, we prioritize smart asset allocation, tax strategy, and risk mitigation.
04 Growth
Planning isn’t a one-time task—it’s a lifelong partnership. We meet regularly to review your progress, update your plan, and adapt as life evolves. You’ll never be in the dark. Our role is to help you stay ahead, stay informed, and stay confident in your financial future.