Since 1950, our family has been training thousands of people around the country on:

How to best grow their money.

Secure their future income.

Build long-lasting stability for their family.

We’ve turned decades of expertise into a simple retirement roadmap designed for those planning or already in retirement, or even those who’re unsure they can retire.

Since 1950, our family has been training thousands of people around the country on:

How to best grow their money.

Secure their future income.

Build long-lasting stability for their family.

We’ve turned decades of expertise into a simple retirement roadmap designed for those planning or already in retirement, or even those who’re unsure they can retire.

Legacy Partners

Larry Conti

Larry is a second generation Conti Partner with over 30 years of experience in retirement planning and wealth management. He oversees all advisor activity and ensures client success across the firm.

Gina Conti

Gina is a second generation Conti Partner with over 20 years of experience in income planning and advisory work. She oversees the firm's market presence through industry expertise and best practice.

Dominic Conti

Dominic is a third generation Conti Partner with over 10 years of experience across financial markets, private equity, and real estate. He guides and mentors junior members while overseeing firm wide operations.

About Us