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

Contact Info
EMAIL ADDRESS

jrodriguez@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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