My name is R. J. Kelly! I am a Registered Investment Advisor and Founder and Chief Visionary Officer of Wealth Legacy Group, Inc. For over thirty years, I have specialized in the diverse planning needs of closely-held business and professional families. Through our proprietary and comprehensive process, WLG helps clarify what matters most to clients.
Having clarity brings a prioritizing of goals. Having crystalized goals brings confidence which inspires action and results. By using the WLG process, it brings peace of mind for addressing the ever increasing challenges of business and life. Coupled with our annual review process, planning and growth stays "on target" to reach higher levels of results and satisfaction.
Having clarity brings a prioritizing of goals. Having crystalized goals brings confidence which inspires action and results. By using the WLG process, it brings peace of mind for addressing the ever increasing challenges of business and life. Coupled with our annual review process, planning and growth stays "on target" to reach higher levels of results and satisfaction.
Services
We believe that successful entrepreneurs and professionals want and need a comprehensive planning process to ensure the eventual transition and legacy of their business and their wealth. Unfortunately, most individuals are too busy running their hectic day-to-day lives and don't take the time to put an integrated and comprehensive plan in place.
The Wealth Legacy Assessment provides an unbiased review of how well your current planning serves you today and how well it will hold up in the years to come. The Wealth Legacy Assessment is a 'quick check-up' that evaluates up to twelve critically important areas of planning. The assessment measures how well your current planning aligns with your personal goals.
Each year, the staff of Wealth Legacy Group, Inc., our clients, colleagues and friends meet at the San Diego Food Bank to volunteer our time because we believe that just one day can make a difference to a family or individual in need. We hope you will join us at our next event! R. J. takes philanthropy very seriously.
The Federal Securities & Exchange Commission recently relaxed their rules regarding the use of client testimonials. The State of California, however, is still studying this allowance. At this point, therefore, we are not allowed to post the significant list of client and professional testimonials we have available.
Reviews (10)
Dan Stradford
Apr 16, 2021
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I would highly recommend the services of RJ Kelly and his company. Since my wife and I are entering retirement years we wanted help with how we could pass on our life's work to the next generations in our family. Not only our material assets, but our family values and lessons learned as well. This was a mammoth task we'd never done before so I searched numerous estate counselors and came across RJ Kelly. He promised he could help us in all that we wanted to achieve. And he has done just that at a fair price. Using his advice, I will likely recoup the cost of his service within a year.
The work
The work
Tony Dray
Mar 06, 2021
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Working with RJ and his team has been a blessing for myself and my family. As a real estate investor, I look for value and seek to capitalize on what I have while focusing on future growth. RJ came to the table with a myriad of options and took the time to narrow down our focus to the one (and best) solution that would have the most positive impact for my goals financially & otherwise. I could not be more satisfied with my experience working with the Wealth Legacy Group. I will work them again and highly recommend them to friends and colleagues. Keep up the good work!
John K.
Jan 23, 2021
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I've had the good fortune to know R.J. for over twenty years. I met R.J. in 1998 shortly after the sale of my first company. I've sold two others since. With each successive business exit R.J.'s guidance has become more and more important. He's patient with his clients, but he's willing to kindly and respectfully push when necessary to ensure his clients benefit. He does it with data and with wisdom - the latter best acquired through years of experience through many market cycles. It's obvious R.J. is a student of wealth management as well - continuing to build on his expansive knowledge. He has
William Bill Exeter
Jan 09, 2021
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€śI have worked with, collaborated with, and have known R. J. almost two decades. R. J. is the consummate professional who always strives to put the client first and constantly exemplifies the highest degree of integrity in everything that he does. It does't hurt that R.J. is also a brilliant advisor! I highly recommend R. J. for your consideration.
You will not be disappointed.”
You will not be disappointed.”
Alan Nevin
Dec 05, 2020
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Phil Kendro
Aug 28, 2020
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I've worked with the Wealth Legacy Group since around 2014 as I was transitioning from the Marine Corps. RJ, Vymean, and the whole WLG team are a professional and caring team for their clients and the overall San Diego community. With a great belief in servant leadership and philanthropy, I highly recommend all San Diegans to learn about this amazing group and discover how they can both benefit from their experiences and how they can become a part of this organization too.
Rick Itzkowich
Aug 15, 2020
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Wayne Schmidt
Jul 30, 2020
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A Legendary Legacy
R. J. Kelly is genuinely interested in your well being. I know that may seem like a stretch, especially if you have never had the privilege of meeting and communicating with him, but please consider how he has encouraged, challenged, counseled, taught, strengthened, advised, coached and pro-actively collaborated with multitudes of people, yet still makes time for you. It is his passion, his calling, his joy, and his legacy!
The life and legacy of R. J. Kelly and all that has been done through his numerous entrepreneurial, personal, and philanthropic successes reminds me a bit
R. J. Kelly is genuinely interested in your well being. I know that may seem like a stretch, especially if you have never had the privilege of meeting and communicating with him, but please consider how he has encouraged, challenged, counseled, taught, strengthened, advised, coached and pro-actively collaborated with multitudes of people, yet still makes time for you. It is his passion, his calling, his joy, and his legacy!
The life and legacy of R. J. Kelly and all that has been done through his numerous entrepreneurial, personal, and philanthropic successes reminds me a bit
Tanya Lee Scott Cpa
Jul 20, 2020
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It is always a pleasure working with R. J. Kelly of Wealth Legacy Group! Assisting clients, he listens to understand and to help them develop a clear-cut plan for the future. He is a strategic thinker and keeps the needs of his clients at the forefront. I’m always impressed at his organized approach to discovery, strategy and implementation, and I feel confident that clients feel safe in his and his team’s care.
Dale Jans
Jun 15, 2020
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R.J. has helped me and my family tremendously in reviewing and analyzing everything we have accumulated over the years, His expertise and knowledge have been invaluable in helping us make plans on how to extend our inheritance to future generations as well as making a philanthropic impact. In addition to being a financial advisor, he is also a great friend. He not only takes the time to understand the financial aspect, but also takes the time to understand the family dynamics and individual personalities. I would highly recommend his services.
