Working with RJ and his team has been a blessing for myself and my family. As a real estate investor, I look for value and seek to capitalize on what I have while focusing on future growth. RJ came to the table with a myriad of options and took the time to narrow down our focus to the one (and best) solution that would have the most positive impact for my goals financially & otherwise. I could not be more satisfied with my experience working with the Wealth Legacy Group. I will work them again and highly recommend them to friends and colleagues. Keep up the good work!

It is always a pleasure working with R. J. Kelly of Wealth Legacy Group! Assisting clients, he listens to understand and to help them develop a clear-cut plan for the future. He is a strategic thinker and keeps the needs of his clients at the forefront. I’m always impressed at his organized approach to discovery, strategy and implementation, and I feel confident that clients feel safe in his and his team’s care.

I would highly recommend the services of RJ Kelly and his company. Since my wife and I are entering retirement years we wanted help with how we could pass on our lifes work to the next generations in our family. Not only our material assets, but our family values and lessons learned as well. This was a mammoth task wed never done before so I searched numerous estate counselors and came across RJ Kelly. He promised he could help us in all that we wanted to achieve. And he has done just that at a fair price. Using his advice, I will likely recoup the cost of his service within a year.The work done to establish our familys values and a system of family governance, family meetings, etc., has been truly a heartwarming experience to my family members, even our grandchildren who genuinely appreciate the meaning of our shared values and goals.RJ is clearly highly experienced in all facets of estate planning including tax regs and a variety of ways to tailor estate planning to our needs so I am comfortable that I am getting good advice.I also found him to be very patient, something my wife and I needed as we took quite some time sorting through all that needed to be done for estate planning while juggling the demands of everyday life.

R.J. has helped me and my family tremendously in reviewing and analyzing everything we have accumulated over the years, His expertise and knowledge have been invaluable in helping us make plans on how to extend our inheritance to future generations as well as making a philanthropic impact. In addition to being a financial advisor, he is also a great friend. He not only takes the time to understand the financial aspect, but also takes the time to understand the family dynamics and individual personalities. I would highly recommend his services.

RJ Kelly leads a very talented and responsive team. They have a wealth of experience and a customer-centric approach that really works for me. They care about their clients and focus on their needs. I highly recommend them

Rj is a total professional. he really knows the complexities of his business and has the common sense to call on experts when he doesnt know the answers. he never lets ego stand in the way of providing his clients with the best answers for their questions. alan nevin

Ive worked with the Wealth Legacy Group since around 2014 as I was transitioning from the Marine Corps. RJ, Vymean, and the whole WLG team are a professional and caring team for their clients and the overall San Diego community. With a great belief in servant leadership and philanthropy, I highly recommend all San Diegans to learn about this amazing group and discover how they can both benefit from their experiences and how they can become a part of this organization too.

Ive had the good fortune to know R.J. for over twenty years. I met R.J. in 1998 shortly after the sale of my first company. Ive sold two others since. With each successive business exit R.J.s guidance has become more and more important. Hes patient with his clients, but hes willing to kindly and respectfully push when necessary to ensure his clients benefit. He does it with data and with wisdom - the latter best acquired through years of experience through many market cycles. Its obvious R.J. is a student of wealth management as well - continuing to build on his expansive knowledge. He has full access to a variety of tools to ensure a holistic approach to estate and wealth management. Since Ive known R.J., hes emphasized philanthropy in his counseling. Hes concerned about the greatest growth and the highest application of your resources. I admire that. My wife and I are grateful to know and work with him and his stellar team.

“I have worked with, collaborated with, and have known R. J. almost two decades. R. J. is the consummate professional who always strives to put the client first and constantly exemplifies the highest degree of integrity in everything that he does. It doest hurt that R.J. is also a brilliant advisor! I highly recommend R. J. for your consideration.You will not be disappointed.”

A Legendary LegacyR. J. Kelly is genuinely interested in your well being. I know that may seem like a stretch, especially if you have never had the privilege of meeting and communicating with him, but please consider how he has encouraged, challenged, counseled, taught, strengthened, advised, coached and pro-actively collaborated with multitudes of people, yet still makes time for you. It is his passion, his calling, his joy, and his legacy!The life and legacy of R. J. Kelly and all that has been done through his numerous entrepreneurial, personal, and philanthropic successes reminds me a bit of the movie “The Guardian.” In this movie, Senior Petty Officer Ben Randall, a veteran coast guard rescue swimmer played by Kevin Costner, overcomes his tumultuous past to pour his life into a talented, but scarred Coast Guard protégé Airman named Jake Fisher, played by Ashton Koucher.Similarly, R. J. Kelly, (as a seasoned business professional,) has overcome many adversities in life and business. His “rescue mission” is to pro-actively, but gently, “swim” along side and “grab hold” of those struggling to survive the tumultuous seas of business and life, by providing practical and timely wisdom to those seeking advice.His love and devotion to God is the motivation propelling his desire to “Never let go” of his trusted friends. R.J. serves as a “Guardian,” not of some mystical presence, (like in the movie,) but by the love and grace he has experienced through the living God, Jesus Christ.The movie “The Guardian” begins with an old sea legend of a mystical presence surfacing struggling swimmers to the seas surface, breathing life into their bodies while they are waiting for help to arrive. “The Guardian” concludes with the story of a man who lives beneath the sea, a “fisher of men” who serves as a last hope to all that have been left behind.R. J. Kelly will be remembered as God’s businessman, family man, and entrepreneur who desired to “Never let go” in his passionate pursuit of loving others. I hope you have the privilege of meeting the living, “Legend of Legacy,” through the life of R. J. Kelly.Wayne Schmidt

It was great to know from an expert that the corporate structure I set up a zillion years ago was good. The binder it sits in is about 3 inches thick. Desiree was able to assess the mass of information very quickly and ask me a number of questions. She gave me additional things I could do to improve the functionality and tax benefits of my business. Things I have implemented and work for me today.