We serve business owners, nonprofits, and families. Through cashflow and asset management we turn lives into legacies.
We support our clients with a wide range of investment and planning solutions, including:
- Investment management
- Financial planning
- Wealth coaching
- Qualified retirement plan consulting
- Retirement planning
- Estate planning*
- Succession and exit strategy planning**
*Estate Planning is provided in coordination with other professional advisors (i.e. attorney, tax advisor, accountant).
**B Riley & Bluegrass Legacy Group are not engaged in rendering legal, accounting or tax preparation services. Specific questions as they relate to your situation should be directed to your legal and tax advisors.