Build Wealth That Lasts
Create a multi-generational family legacy using wealth preservation strategies of the ultra-wealthy.
Amazon Bestseller
Trusted by
Families Nationwide
What Legacy Method Helps You Fix
We help families protect cash flow, reduce avoidable tax drag, and build structures that can hold up across generations.
Rockefeller Method planning
Use a structured planning framework instead of piecing together disconnected advice.
Learn MoreTrust and entity strategy
Protect what you are building with structures designed around control, efficiency, and longevity.
Learn MoreLong-term cash flow design
Build systems that support your family now without undercutting future optionality.
Learn MoreLegacy Is More Than Money
Legacy Method helps you organize the parts of wealth planning that usually get handled in isolation: cash flow, tax strategy, asset protection, and family governance.
The goal is not more complexity. It is a clearer system, better questions, and a plan that still makes sense decades from now.
Tax-Optimized
Structure your wealth to minimize tax exposure across generations
Family Governance
Create systems to preserve family values alongside financial assets
Asset Protection
Shield your wealth from creditors, lawsuits and market volatility
Perpetual Planning
Structures designed to last for multiple generations
Garrett Gunderson
Legacy Architect
Garrett built Legacy Method to help families keep more of what they earn, avoid expensive planning mistakes, and create structures that last beyond one generation.
Transforming Financial Futures
See how our clients are building lasting legacies for their families using our proprietary methods.
Jason F.
Business Owner
"This book shows you how to invest like the ultra-wealthy without having to be ultra-wealthy... yet still get the perks."
Robb T.
Physician
"Finally, someone is showing us in a practical way how to create wealth that can last more than one lifetime."
Ready to Build Your Legacy?
Take the first step toward generational wealth with strategies used by the ultra-wealthy.
Frequently Asked Questions
Everything you need to know about the Legacy Method and how it can transform your financial future.
What is the Legacy Method?
The Legacy Method is a comprehensive approach to wealth building that combines traditional financial strategies with innovative techniques used by the ultra-wealthy, including the Rockefeller family. It focuses on creating sustainable wealth that can be passed down through generations while protecting assets from taxes, market volatility, and other risks.
How is this different from traditional financial planning?
Unlike traditional financial planning that often focuses on short-term gains and retirement, the Legacy Method emphasizes long-term wealth creation, tax efficiency, and strategies to preserve and grow wealth across multiple generations. It incorporates advanced techniques like properly structured insurance and specialized trusts that are often overlooked in conventional planning.
Do I need to be wealthy to start using these strategies?
No, you don't need to be wealthy to start. The Legacy Method provides strategies that can be applied at various wealth levels. The key is to start implementing these principles early to maximize their impact over time. Our approach focuses on efficiency and protection, which can benefit anyone looking to improve their financial situation.
What is meant by 'properly structured, optimally funded insurance'?
This refers to a specialized type of whole life insurance policy that is designed to maximize cash value growth and provide living benefits, while still offering a death benefit. When structured correctly, these policies can serve as an alternative to traditional banking, allowing you to access capital, earn interest, and build wealth simultaneously.