Access Exclusive Investment Opportunities
United Legacy offers a diverse range of investment strategies tailored to meet the financial goals of both accredited and non-accredited investors.
Accredited Investor Eligibility
To qualify as an accredited investor, individuals must meet one or more of the following SEC criteria:
- Annual Income: $200,000+ ($300,000+ for couples)
- Net Worth: $1 million+, excluding a primary residence
- Professional Credentials: Holding recognized financial designations or licenses
Investment Opportunities for Non-Accredited Investors
Non-accredited investors who do not meet the above criteria may still access select investment opportunities tailored to their financial profile.
WHY US?
Tailored solutions
An exclusive experience. Our Steak & Learn events offer a sophisticated setting to connect with United Legacy and explore introductory financial concepts. Enjoy a premium dining experience while engaging with our team and discovering how we can help you achieve your financial aspirations. Perfect for those new to United Legacy.
Expert Guidance
With a team of seasoned professionals and a proven history of success, United Legacy offers guidance you can depend on. Whether it’s overcoming challenges or capitalizing on opportunities, our expertise is here to help you navigate the path to financial growth and security with confidence.
Continued Support
Our commitment doesn’t stop at the starting line. We’re by your side every step of the way, providing ongoing support and ensuring you remain on track to meet your objectives. At United Legacy, your success is our legacy.