Our Team
Las Vegas Branch
Legacy Wealth Management Group, LLC.
8235 S Eastern Ave #160
Las Vegas, NV 89123, USA
Las Vegas Branch
Greg Feese, CRPC®
Founder and Financial Adviser
Greg is now the Managing Director & Financial Adviser at Legacy Wealth Management Group and holds his CRPC®; Chartered Retirement Planning Counselor designation. Greg has over 14 years of industry experience and partnered with PR Wealth Management Group in 2016 where he chose to become a fiduciary for his clients. Greg believes in building a lasting relationship with his clients, a true professional partnership that can give a piece of mind during all stages of financial planning. Greg entered the financial services industry after seeing so many friends and family struggle financially and make poor decisions, he is driven to ensure his clients don’t make some of those same mistakes. Greg and his firm centers the practice around its core values and its firms guiding principals. Legacy Wealth Management is dedicated to improving the well being of our community by providing comprehensive financial planning to families, professionals, & business owners. We commit to consistently acting in the best interest of our clients, with the highest level of integrity and professionalism in a way that is ethical & legal.
Greg Feese, CRPC®
Founder and Financial Adviser
Greg is now the Managing Director & Financial Adviser at Legacy Wealth Management Group and holds his CRPC®; Chartered Retirement Planning Counselor designation. Greg has over 11 years of industry experience and partnered with PR Wealth Management Group in 2016 where he chose to become a fiduciary for his clients. Greg believes in building a lasting relationship with his clients, a true professional partnership that can give a piece of mind during all stages of financial planning. Greg entered the financial services industry after seeing so many friends and family struggle financially and make poor decisions, he is driven to ensure his clients don’t make some of those same mistakes. Greg and his firm centers the practice around it’s core values and it’s firms guiding principals. Legacy Wealth Management is dedicated to improving the well being of our community by providing comprehensive financial planning to families, professionals, & business owners. We commit to consistently acting in the best interest of our clients, with the highest level of integrity and professionalism in a way that is ethical & legal.
Joseph M Kloeckner
Financial Adviser
Knowledge is the key to a successful financial future. Joe prides himself with getting to know each client so that he can understand their individual or business needs. This helps Joe recommend products and strategies designed to achieve his clients’ long-term financial goals.
Joe started his Financial Services career with MassMutual in late 2009. He has received numerous accolades including MassMutual’s 44th Career Development School Field Champion and was a perennial Rising Leaders candidate.
After 11 years of serving his clients & the community, Joe decided to take his practice & talents to Legacy Wealth Management Group of Las Vegas. Legacy Wealth Management Group offers a full suite of investment options to Joe’s clients in a service-focused environment.
Joe was born and raised in Las Vegas graduating from Western High School and the University of Nevada Las Vegas. Joe is committed to giving back to his community by serving on Clark High School’s Academy of Finance Advisory Board and has been a volunteer coach for Summerlin South Little League since 2014.
Joe is ultimately dedicated to his two wonderful children, Vanessa and Dominic. In his free time, Joe enjoys Golf & Bowling. GO KNIGHTS GO!!
Joseph M Kloeckner
Financial Adviser
Knowledge is the key to a successful financial future. Joe prides himself with getting to know each client so that he can understand their individual or business needs. This helps Joe recommend products and strategies designed to achieve his clients’ long-term financial goals.
Joe started his Financial Services career with MassMutual in late 2009. He has received numerous accolades including MassMutual’s 44th Career Development School Field Champion and was a perennial Rising Leaders candidate.
After 11 years of serving his clients & the community, Joe decided to take his practice & talents to Legacy Wealth Management Group of Las Vegas. Legacy Wealth Management Group offers a full suite of investment options to Joe’s clients in a service-focused environment.
Joe was born and raised in Las Vegas graduating from Western High School and the University of Nevada Las Vegas. Joe is committed to giving back to his community by serving on Clark High School’s Academy of Finance Advisory Board and has been a volunteer coach for Summerlin South Little League since 2014.
Joe is ultimately dedicated to his two wonderful children, Vanessa and Dominic. In his free time, Joe enjoys Golf & Bowling. GO KNIGHTS GO!!
Donna Deluca, WMS™
Client Relations Manager
Donna began with Legacy Wealth Management in 2015 as the Client Relations Manager. She has over 20 years of experience in the insurance industry that spans from back end programming statistical data to Financial Representative and Training Coordinator with a focus on IT. Donna’s primary role is to support LWM’s client servicing efforts, provide client communications through each phase of the process and oversee day to day operations in the office. She meets new potential clients and assists clients during the on boarding process, facilitating the preparation of client forms, financial plan preparation, continuation of implementation of plan and documentation. She continues to service client requests and coordinates meetings with clients and advisors. Donna is dedicated to both the success Legacy Wealth Management and our clients and provides support.
Donna Deluca, WMS™
Client Relations Manager
Donna began with Legacy Wealth Management in 2015 as the Client Relations Manager. She has over 20 years of experience in the insurance industry that spans from back end programming statistical data to Financial Representative and Training Coordinator with a focus on IT. Donna’s primary role is to support LWM’s client servicing efforts, provide client communications through each phase of the process and oversee day to day operations in the office. She meets new potential clients and assists clients during the on boarding process, facilitating the preparation of client forms, financial plan preparation, continuation of implementation of plan and documentation. She continues to service client requests and coordinates meetings with clients and advisors. Donna is dedicated to both the success Legacy Wealth Management and our clients and provides support.
PR Wealth Management Group, Inc.
990 Avenue of the Cities #4
East Moline, IL 61244, USA
Quad Cities Branch
David Perry, MBA, AIF®, CFS
Co-Founder and Managing Director
David Perry, MBA, AIF®, CFS
Co-Founder and Managing Director
Joshua Robinson, MSFS, AIF®, CFS
Co-Founder and Managing Director
Joshua Robinson, MSFS, AIF®, CFS
Co-Founder and Managing Director
Ginella Adlfinger
Client Services
Ginella Adlfinger
Client Services
Our Principle Core Values
Committed
Integrity
Courage and Discipline
Customer Focused
Our Story
Legacy Wealth Management Group of Las Vegas was established in December of 2014 by Greg Feese CRPC®. Greg has over 11 years industry experience prior to starting Legacy Wealth Management and has found that to always act in his clients best interest he needed to offer his clients the best retirement & insurance solutions with the lowest cost platform available; which sparked the changed in 2015 from MassMutual to become an independent advisor. Legacy Wealth Management Group of Las Vegas is a full service retirement planning, wealth management, & risk management firm. Investment strategies are based on academics and science; backed by Nobel prize winning research.
We provide personalized financial strategies to families, athletes, professionals, and business owners by offering sound investment & insurance solutions based on the true needs of our clients. We serve as advocates for our clients. We help them manage their long-term decisions that ultimately determine the wealth they and their families will accumulate and leave as their LEGACY! With our team of experts managing your portfolio you will be able to enjoy the life you’ve worked so hard to create for you and your family with less financial stress.
Understanding our approach to investing is key to understanding how our firm works. Legacy Wealth Management has core beliefs that allow us to work along side our clients and always make decisions based on our clients best interest. We design client portfolios based on the science of capital markets & diversification. Through Dimensional Funds philosophy of “adding value over benchmarks and peers through an integrated and flexible approach that considers the interactions among premiums, market frictions, and costs” we are able to separate ourselves from many financial advisors. We believe markets are efficient; proper diversification, risk & asset allocation is not only required but absolutely essential & investing involves trading off risks and costs with expected returns.
Legacy Wealth Management Group is located in the southeast part of the Las Vegas valley while our home office, PR Wealth Management Group, LLC is located in East Moline, IL. Greg Feese, CRPC® has for over 11 years of industry experience, our focus is on offering clients an objective fiduciary advice, where the clients need and goals are always above our own. Greg has gained experience over the years to provide an insight on what clients can expect, regardless of what phase of life you are planning for or have already entered into. Greg will evaluate client portfolios, assess overall fees, run cost comparisons, evaluate tax liabilities, all while planning for social security, medical expenses, pension maximization, and providing comprehensive insurance planning. Legacy Wealth Managements financial advisors truly take a transparent and holistic approach to financial planning with a focus on client needs, risks and goals.
Legacy Wealth Management Guiding Principles
Act in the best interest of our clients
Integrity is the foundation of everything
Base investment strategies on proven academic & scientific methodology
Act in a way that is ethical and legal
Emphasize Financial Sustainability
Create opportunities for our people to contribute both to our success and their own
Contact Our Financial Advisers Today!
Contact Us
Info@LegacyWMGLV.com
Tel: 702.545.0680
Fax: 702.545.0684
8235 S. Eastern Ave, Suite 160
Las Vegas, NV 89123
Location
Legacy Wealth Management Group, LLC
Legacy Wealth Management Group
Greg Feese CRPC®, Investment Advisor Representative. Advisory Services offered through PR Wealth Management Group, Inc., a Registered Investment Advisor. PR Wealth Management Group, Inc., a Registered Investment Adviser, doing business as Legacy Wealth Management Group of Las Vegas, LLC. PR Wealth Management Group, Inc. only transacts business in states where it is properly registered or notice filed, or excluded or exempted from registration requirements. This is not a solicitation for sale of securities in any jurisdiction.. The investment advisory representatives referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.
© 2022 Legacy Wealth Management Group Las Vegas LLC.
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PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.
Notice and Disclaimer
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.
