Broker Check

5107 N Ballard Road, Suite 200, Appleton, WI 54913

920-730-9620
Client Login

Paying Taxes Could Be Your Largest Expense In Retirement. Shouldn’t you have an expert to guide you?

Let's Save Your Hard-Earned Money, Fast!

Key Strategies of Tax-Savvy Individuals

Watch Tax Education Video

Watch Some

Real Life

Client Case Studies 

Handling It on Your Own?
The Stress Is Mounting, you’re feeling stuck, and it’s time to start focusing on what truly matters.

Discover the Legacy Wealth Experience™

At Legacy Investment Services, We believe wealth management is most effective when tax advice and financial planning work hand in hand. Our advisors work in lockstep with your team to ensure that your investment portfolio and financial plan are fully aligned with both your long and short-term tax strategies. No team yet? Don't worry, we can help! By leveraging intelligent portfolio rebalancing, retirement plan distributions, charitable giving, and strategic tax return planning, we strive to minimize your tax burden while maximizing your financial success.

Your Solutions

Traditional wealth management methods are becoming less effective. Random stock picking, billions of financial articles and misaligned goals won't solve your financial challenges. We curate information to bring clarity, valuing your most important asset—your time. Building true wealth isn't complicated, but it requires a sophisticated plan, a proven system, and expert support. At Legacy Investment Services, we specialize in hedged equity and tax strategies designed to protect and grow your wealth.

"When we were going through our discovery meeting with the Legacy team, it was comforting to know they took the time to truly understand our financial goals. They never pushed investments we didn’t understand, and that level of care made all the difference. I have complete peace of mind about our finances. I can now fully enjoy spending time on the lake with my grandkids, knowing our financial future is secure and well-managed."

Linda Client

Happy Client

"It's been months since our first meeting with the Jordan and the team, and we couldn't be happier with how seamlessly they handled our investment transitions. They did a deep dive into my taxes and helped me plan for savings I never knew about from my previous advisor."

Chad Client

Happy Client and Retiree

"Julie and Jordan have been vital in securing our family's financial future. They understood our needs from the start, offering expert guidance every step of the way. Thanks to them, we now have more time to enjoy with our grandkids."

Kathy Client

Happy Client and Retiree

"Jordan Cassiani made my fiancé and myself feel appreciated even though we did not have a large account. He explained the costs and services well. The team created a financial plan that perfectly fits our goals and always take the time to explain things in a way we understand. Thanks to their guidance, we've hit major financial milestones and feel really secure about our future. I can't recommend Jordan enough for anyone looking for expert financial advice.”

Kyle Client

Happy Client

"When we first met with the Legacy team, I remember Cassiani talking about being the ‘quarterback’ of our finances. For some reason, that analogy really clicked with my wife and me. At the start, we were overwhelmed by tax implications and uncertain about how to structure our portfolio for growth without taking on too much risk. We trust Mr. Cassiani and feel secure knowing we have not just his expertise but also the backing of a strong team at Legacy."

Michael Client

Happy Client

"The depth of expertise and knowledge available is beyond helpful. And if I ever have a question, I know Jordan and the team are only a phone call away."

Stephanie Client

Happy Client

The Legacy Investments Team Is Different

Our independence allows us to put your interests first. Unlike advisors tied to specific financial institutions, we're not beholden to any proprietary products or sales quotas. This freedom enables us to offer unbiased advice, tailored exclusively to your unique financial goals. We carefully select from a wide range of investment options to create strategies that align with your long-term vision, ensuring that every recommendation we make is in your best interest. When you work with us, you gain the advantage of an independent perspective—focused solely on your success. We equip our clients with proven strategies that deliver real results. Beyond just advice, we provide top-tier support, mindset coaching, and the motivation you need to take action and achieve remarkable financial transformation.

Welcome! Explore our site and discover client success stories. And when you're ready, click below to watch our complimentary education event about the tax changes and strategies. When you find the information valuable book a call to meet with our team of licensed investment advisors.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

All the best,

Jordan Cassiani, AIF®
And the Legacy Investment Services Team

What Those Who Are Stress Free And Living Their Dreams Know That You Don't

LET'S BUILD YOU A TAX-FREE PORTFOLIO

We promise it will be the most valuable 22 minutes you've spent on your finances!

NO sales pitches, NO product pitches. Just 22-Minutes of Education on Taxes. Watch our Tax webinar now! -And when you find value book a fit call with our team to explore how we can be the right partner for your financial journey.

Jordan Cassiani, AIF®

My team and I specialize in helping families and individuals get on a winning game plan for their finances. That includes crafting a stress free retirement plan, building tax-free wealth and living the life you desire to live. 

We have had the opportunity to help hundreds of clients just like you preserve their wealth while also focusing on accumulation through strategic tax planning. 

Are you looking to win with money, understand your finances and start building wealth? We have the resources to get you the transformation you are looking for. 

Learn how our clients are traveling the world worry free by watching our educational tax seminar and book a discovery call.

Non compensated client testimonial; may not be representative of all client experiences; no guarantee of future performance or success.