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Steven Wachs

Bring Your Wealth To Life

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Legacy Consulting Group Steven Wachs
Plano, Texas

Serving Clients Nationwide

Bring Your Wealth To Life

(972) 599-4750

Website

Areas of Focus

  • Estate Planning
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Me

Steven Wachs is a partner, CIO (Chief Investment Officer), and CCO (Chief Compliance Officer) of Legacy Consulting Group. In these roles, he oversees all components of the firm’s investment advisory function.

He is responsible for guiding the Firm’s investment planning philosophy, process, resources and deliverables, and compliance with SEC rules and regulations. He takes pride in being present with clients during times of chaos and uncertainty in the financial markets to make sure emotions like fear don’t lead to wrong actions.

One of his top attributes, according to StrengthFinders, is Relator, which is defined as “people who enjoy close relationships with others and find deep satisfaction in working hard together to achieve a goal.” This defines who he is.

Steve has worked for over 35 years in the financial planning and investment advisory profession. He received his CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning in 1990 and is currently a member of the Financial Planning Association.

Steve has been described repeatedly as one of the top financial planners in the by D Magazine and Five Star Wealth Manager.

Steve and his wife, Deb, have a daughter and a son. Steve has a love/hate relationship with the game of golf and enjoys time at their property in Madison County, Arkansas, which is located in the beautiful Ozark National Forest.

Steve is blessed to be a leader in a neighborhood men’s ministry for over 15 years. Steve and Deb are also actively involved with Metrocrest Services, which specializes in helping individuals, families, and seniors navigate through crisis situations.

Affiliations

  • Financial Planning Association

Primary Location

5340 Legacy Dr, Ste 165, Plano, TX 75024

Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

Compensation Methods

  • Commissions
  • Flat Fee
  • Hourly Rate
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above and complete the brief form to schedule a complimentary 1 hour session. I'll listen to your questions and concerns, and we'll explore your current life transitions. We'll learn about your family and previous financial planning experiences, and share how our services can help you live an inspired life. I look forward to speaking with you.

Offers Investment Management

Yes

About our Firm

Legacy Consulting Group is a wealth management firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs, our firm encompasses decades of experience, education, and industry-recognized professional designations.

Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make, which is why our commitment spans generations of family advising.

LIFE REIMAGINED

Financial Life Planning is one of the most important services that successful people use to create an extraordinary life. By broadening the conversation from asset management to life management, we can help you develop a plan to use your money to make a life rather than using your life to make money.

✅ GET TO KNOW YOU: It starts with a conversation. We take the time to understand your hopes, dreams, and concerns.

✅ BUILD YOUR STORY: Each and every life experience is different. We’re here for you every step of the way.

✅ CUSTOMIZED STRATEGY: Together, we will build a unique plan to put you on the path to financial independence.

✅ ACCOUNTABILITY COACH: Change is the essence of life. We’re here to support you at every turn.

Education

The University of Dallas Master of Business Administration (M.B.A.), Business Administration and Management, General | University of South Dakota, Bachelor of Science (BS), Business Administration and Management, General

Hobbies and Interests

  • Church
  • Family
  • Golf
  • Volunteering

SEC Lookup

View Disclosure

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Couples
  • Divorce
  • Dual Income Family
  • Families
  • Gen X
  • Intergenerational Families
  • Living in Retirement
  • Parents
  • Widow

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.