The Mather Group (TMG), a $17 billion wealth management firm serving high-net-worth individuals and families nationwide, has announced its partnership with Legacy Consulting Group, a Plano, Texas–based wealth management firm with more than $400 million in assets under management. The partnership expands TMG’s presence in the Dallas-Fort Worth area while bringing Legacy’s Financial Life Planning approach and nearly three decades of experience to TMG’s broader wealth management platform.
Since its founding in 1997, Legacy Consulting Group has built its approach around Financial Life Planning, helping clients connect financial decisions with their life goals, values, and long-term priorities. Partners Roger Shake and Steven Wachs each bring more than 35 years of experience to the firm. Shake’s work has focused on helping clients navigate the personal and financial complexities of major life transitions, while Wachs, Legacy’s CIO, oversees the firm’s investment phil
