Legado Wealth Management LLC

Our Team

Oscar David Flores de Valgaz

For close to 20 years, the focus of my practice is providing individualized financial solutions to affluent families, retirement plan employees, corporate executives, and business owners, both locally and outside of the U.S. I bring experience working with non-U.S. investors and have an extensive understanding of their particular needs. I believe that every client’s situation is unique and spend time getting to know you and your family to fully understand your values and your long-term goals to ensure I provide the proper solution for your needs.

About Us

Planning Futures

Comprehensive Approach

We have years of experience helping clients prepare for the unknown along with meeting their financial goals. Ask us about:

Financial planning
Investment advice
Retirement planning
Education funding
Estate planning

As an independent financial services firm, we can access many different products so you can get the right services and solutions for you.

Comprehensive Approach

You can count on unbiased recommendations and impartial guidance based directly on your needs and goals.

Committed to Service

Comprehensive Approach

Committed to Service

Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.