Sierra Legacy Group
Sierra Legacy Group is a boutique financial services and investment advisory firm based in Reno, Nevada, serving affluent families and family-owned businesses across the United States. The firm specializes in legacy, succession, and life insurance planning, blending collaborative and flexible solutions with a strong implementation focus. Sierra Legacy Group partners with M Financial Group and maintains its independence while providing services that include wealth preservation, retirement planning, and objective financial counsel. The firm employs a team of managing directors, client advisors, financial analytics professionals, and operations staff, and is committed to education, transparency, and long-term relationships with clients.
Investment Strategy
Sierra Legacy Group employs a collaborative, client-first approach focused on legacy, succession, and life insurance planning for ultra-affluent families and business owners. Their strategy integrates thorough discovery, personalized goal setting, coordination with outside advisors, and ongoing support. By leveraging access to top-tier investment platforms and carriers, the firm provides tailored solutions in estate planning, legacy preservation, tax optimization, and retirement income planning. They prioritize transparency, consensus-building, and dynamic application of insurance and investment strategies to address underperforming assets and to ensure clients’ plans adapt to evolving needs.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 18.04% | $23.2M | 210,532 | $110.16 | $110.42 | -$1.8M |
M MSFT | MICROSOFT CORP | 6.11% | $7.9M | 15,818 | $421.50 | $497.41 | +$1.9M |
B BIL | SPDR SERIES TRUST | 5.87% | $7.6M | 82,455 | $91.73 | $91.73 | +$7.6M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.37% | $5.6M | 11,602 | $453.28 | $485.77 | -$556.4K |
T TJX | TJX COS INC NEW | 3.32% | $4.3M | 34,612 | $120.81 | $123.49 | -$42.0K |