About Legacy Method
Building generational wealth through time-tested strategies of the ultra-wealthy
Our Mission
At Legacy Method, we empower individuals and families to build lasting wealth that spans generations. We believe that true financial mastery isn't just about accumulating assets—it's about creating a meaningful legacy that reflects your values and serves your family for decades to come.
By unlocking the closely-guarded wealth preservation strategies of America's most enduring families, particularly the Rockefeller method, we help our clients architect financial dynasties that withstand the test of time. Our approach transforms traditional wealth management into a powerful engine for multi-generational prosperity and purpose.
How We're Different
Beyond Traditional Planning
We focus on wealth preservation strategies that most financial advisors never discuss, ensuring your legacy remains intact for generations.
Education First
We empower you with knowledge so you can make informed decisions about your family's financial future.
Family Governance
We help you create family constitutions, family retreats, and governance structures that instill values alongside wealth.
Proven Strategies
Our methods are based on the time-tested approaches used by the wealthiest families in America for over a century.
Meet the Legacy Architects
As CEO and operational leader, Jex brings visionary leadership and strategic execution to Legacy Method's mission of helping families build generational wealth.
With a keen eye for operational excellence and a passion for transformative wealth strategies, Jex serves as the driving force behind Legacy Method's operations and long-term vision. Her leadership ensures that the wealth preservation philosophies are implemented with precision and care for each client.
Garrett is known as a "financial genius" in entrepreneurial circles, helping business owners and entrepreneurs build lasting wealth through time-tested strategies.
Garrett's passion for helping people create wealth starts with his own family story. After becoming disillusioned with traditional financial services that focus on sales rather than results, Garrett dedicated himself to learning the wealth strategies of America's most successful families.
Since 2000, Michael has been helping business owners, professionals, and families protect, grow, and pass on wealth through proven strategies.
Michael entered financial services as a way to take care of his family, but his passion grew as he witnessed the costly mistakes people made with their money. He's passionate about simplifying personal finance, investing, and saving—helping people to stop gambling and take their financial lives back under control.
Ready to Build Your Legacy?
Learn the Rockefeller Method through our book or schedule a consultation with our team to start implementing these strategies in your own financial life.