What Makes YouWealthy?

At One Advocate Group Legacy our methodology is built around gratitude. With this outlook we developed a revolutionary multigenerational planning process, rooted in advancing and protecting wealth for generations.

Learn More
01

Generational

Crossing generational barriers

LEARN MORE
01
02

Closely Held & Family Business

Building a one-of-a-kind experience

LEARN MORE
02
03

Legacy

Designing your family’s future

LEARN MORE
03
04

Personal Wealth

Revolutionary definition of wealth

LEARN MORE
04
05

Estate

Present and future planning

LEARN MORE
05
06

Exit & Succession

A journey, not a one-time event

LEARN MORE
06