Success to Significance
We exist to serve families who have an intentional desire to move from success to significance.
We accomplish this by guiding successful entrepreneurs, industry leaders and generational families
through a unique experience to fulfill the vision for their wealth and loved ones.
Wealth & Legacy Group was founded on a partnership that began long before it became a business. Chad and Danielle Reyes first met in middle school, became best friends in high school, and eventually, partners for life. Their shared journey grew from friendship to marriage, and from marriage to a thriving business.
In 2003, they entered the insurance industry with a deep commitment to listening. Unlike firms focused solely on selling products, Chad and Danielle built their business by truly understanding the unique needs and aspirations of their clients. This personalized approach set them apart and laid the foundation for what Wealth & Legacy Group represents today.
With over 30 years of friendship and nearly 20 years in business together, Chad and Danielle have honed the principles of a strong marriage while mastering the ability to help families navigate the emotional and intellectual complexities of building a lasting legacy. What began as a traditional life insurance business has evolved into a Generational Planning firm, dedicated to being Tax Efficient, Legacy Minded, and Family First.
Today’s successful families seek more than products—they look for guidance, trust, and a proven system to navigate life’s personal and business challenges. Recognizing this need, Chad and Danielle built a trusted advisory team to deliver holistic solutions. Wealth & Legacy Group was born out of this vision: to provide strategic navigation for families, addressing their concerns while focusing on legacy, tax efficiency, and generational wealth planning.
At Wealth & Legacy Group, we listen wholeheartedly because we understand the importance of preparing future generations with strategic intelligence and emotionally sound decision-making. For us, "Family First" isn’t just a motto—it’s a guiding principle that shapes everything we do. We specialize in reducing total tax liabilities—not just for today, but for generations yet to come—ensuring that wealth and values are preserved and passed down. Thinking generationally is about more than years; it’s about building a legacy rooted in love and care for the future.
We are honored to stand as your trusted partner, helping you prioritize what matters most: your family
Partners
