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Welcome to Chagrin Valley Legacy Advisors

The financial lives of business owners and high-net-worth families extend well beyond investment management alone. We built our firm specifically to serve this complexity—bringing together disciplined planning, strategic coordination, and long-term partnership.

Our Mission

Our mission is to guide our clients through the stages of wealth creation, protection, and transition in order to help achieve their personal goals and create a lasting legacy.

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Who We Serve

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High and ultra-high net worth early retirees ($3m+ in investable assets).
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Multi-generational families and estates with current or future tax complexities.
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Current and former owners of successful small and mid-sized businesses.
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Our Value Proposition

Integrated Personal and Business Advisory

Coordinate business goals with your personal planning goals. No more separate silos.

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Deliberate Operating System

Deliver consistent and proactive management of the different aspects of your financial life.

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Multi-Faceted Planning Expertise

Provide deep estate, tax, and transition planning expertise with a dynamic professional network.

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Client-Guided Innovation

Solicit your feedback in a structured manner to drive future services and offerings.

Our Partners

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Guiding clients to build, protect, and transition wealth with purpose.

Contact Info
EMAIL ADDRESS

reception@chagrinvalleylegacy.com

OFFICE LOCATION

25800 Science Park Dr # 150, Beachwood, OH 44122

CALL OR TEXT

(440) 305-0733

Copyright © 2026 by Chagrin Valley Legacy. All Rights Reserved.

Disclaimer: Chagrin Valley Legacy Advisors is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Chagrin Valley Legacy Advisors and its representatives are properly licensed. No investment strategy or risk management technique can guarantee returns or eliminate risk in any market environment. All investments include a risk of loss that clients should be prepared to bear. The information provided does not constitute investment advice, nor should it be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status, or investment horizon. You should consult your attorney or tax advisor.

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