What departments does Legacy Consulting Group have?

Legacy Consulting Group has employees across 5 departments including Operations, Finance, Real Estate, Accounting, Administrative.

What is the largest department at Legacy Consulting Group?

The largest department at Legacy Consulting Group is Operations with 2 employees.

Where are Legacy Consulting Group employees located globally?

Legacy Consulting Group has employees across 4 continents and 4 countries including India, Cyprus, United States Of America, Argentina.

How has Legacy Consulting Group's team size changed over time?

Legacy Consulting Group's team has decreased from approximately 17 to 10 employees based on available data.

Legacy Consulting Group Employee Directory

Financial ServicesTexas, United States11-50 Employees

Legacy Consulting Group is a financial services firm focused on financial planning, based in Plano, Texas. It was founded in 1997 by Roger Shake and Steven Wachs. The firm operates as a registered investment adviser with the SEC and offers customized financial plans intended to help clients manage wealth across generations. The company has 11 to 50 employees and is located at 5340 Legacy Drive Suite 165, Plano, TX 75024. It has been recognized by D Magazine as a Top Wealth Manager in 2022 and again in 2024. Public reports indicate the firm has acquired stakes in companies such as Edwards Lifesciences, Union Pacific, and Fiserv.

Legacy Consulting Group Global Highlights

North America
26

United States Of America
26

Asia
5

India
5

Europe
1

Cyprus
1

South America
1

Argentina
1

Legacy Consulting Group's Leadership

M. J.
Chief Executive Officer
Mobile Phone
Email
H. W. T.
Founder & Managing Partner
Mobile Phone
Email
R. B.
Founder & Managing Principal
Mobile Phone
Email
R. A. S.
Partner
Mobile Phone
Email
S. W.
Owner
Mobile Phone
Email
I. D. I.
Managing Director
Mobile Phone
Email
K. D.
Director Of First Impressions
Mobile Phone
Email
J. T. B.
Operations & Compliance Manager
Mobile Phone
Email

Legacy Consulting Group Employee Metrics

100%

50%

0%

2026

2025

Finance
Operations
Accounting
Human Resources
Real Estate
Other
Administrative
Business Development
Banking
Business
Community & Social Services

Contact profiles from Legacy Consulting Group

Name

Title

Contact Info

Location

Last Update

R. A. S.
Partner
Mobile Phone
Email
United StatesTexas
Jan 17, 2025
H. W. T.
Founder & Managing Partner
Mobile Phone
Email
United StatesDelaware
Mar 16, 2026
S. W.
Owner
Mobile Phone
Email
United StatesTexas
Apr 14, 2026
R. B.
Founder & Managing Principal
Mobile Phone
Email
United StatesGeorgia
Dec 01, 2025
M. J.
Chief Executive Officer
Mobile Phone
Email
United StatesTexas
May 29, 2026
I. D. I.
Managing Director
Mobile Phone
Email
United StatesDistrict of Columbia
Nov 10, 2025
K. D.
Director Of First Impressions
Mobile Phone
Email
Oct 16, 2024
J. T. B.
Operations & Compliance Manager
Mobile Phone
Email
United StatesTexas
Apr 16, 2026
J. B.
Operations Manager
Mobile Phone
Email
Sep 24, 2025
M. Q.
Senior Investment Advisor
Mobile Phone
Email
Sep 23, 2025

Frequently Asked Questions

What is Legacy Consulting Group known for?

Legacy Consulting Group was founded in 1997 operates in the Financial Services industry. The company's main headquarters is located in 5340 Legacy Drive Suite 165 Plano, Texas 75024 United States. Explore Legacy Consulting Group's company overview page for more information.

What is Legacy Consulting Group's most common email format?

Legacy Consulting Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Legacy Consulting Group email formats with LeadIQ.

How many employees does Legacy Consulting Group have currently?

Legacy Consulting Group has approximately 24 employees as of May 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Legacy Consulting Group's key employees and leadership?

As of May 2026, Legacy Consulting Group's key employees include:

Chief Executive Officer: M. J.
Founder & Managing Partner: H. W. T.
Founder & Managing Principal: R. B.
Partner: R. A. S.
Owner: S. W.

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Legacy Consulting Group Employee Directory

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