Free Consultation

A Legacy of Faith Experience and Purpose

Everyone leaves a financial legacy, but creating the one you truly want requires intentional planning. At Charis Legacy Partners, we help you design a personalized roadmap that reflects your values, protects your family, and supports the causes you care about. Inspired by the biblical meaning of Charis—grace freely given—we specialize in legacy planning for those who want their wealth to make a lasting impact for generations.

Free Consultation

Certified Financial

Planner Professional

Chartered Financial

Analyst Charterholder

30+ Year

Industery Experience

Why Charis Legacy Partners?

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Holistic

As a holistic wealth advisory firm, our overarching goal is to win your trust and earn a seat at the table whenever you have big life decisions to make that intersect with your finances, and that goes well beyond investment management. We partner with a team of professionals, including estate attorneys, tax accountants, insurance brokers, etc. to add comprehensive value across every facet of legacy planning.

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Fiduciary

At Charis Legacy Partners we place your interests ahead of our own and have structured our firm such that you have legal recourse if we fall short of this fiduciary standard.
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CFP® and CFA®

Only 25% of all U.S. financial advisors are CERTIFIED FINANCIAL PLANNER™ practitioners, and less than 5% are Chartered Financial Analyst® charterholders. This doesn’t just mean you are getting informed advice; remaining in good standing with both the CFP Board and the CFA Institute means this firm is held to the highest ethical and professional standards in the industry.
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Free Only

We believe in absolute fee transparency and minimizing conflicts of interest in our compensation structure. Thus, we don’t receive commissions of any kind, and we are very clear and up front about how we get paid: our clients pay a tiered fee that averages out to .85% of assets under management (the industry average is a little over 1% of assets under management).
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Strategic Financial Planning Services

Personalized strategies designed to help you build, protect, and manage your wealth with confidence.

Cashflow Planning

As a holistic wealth advisory firm, our overarching goal is to win your trust and earn a seat at the table whenever you have big life decisions to make that intersect with your finances, and that goes well beyond investment management. We partner with a team of professionals, including estate attorneys, tax accountants, insurance brokers, etc. to add comprehensive value across every facet of legacy planning

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Tax Planning

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Estate Planning

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Investment Management

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Insurance Planning

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A step-by-step path to financial confidence

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  • Step 1

Initial consultation

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  • Step 2

Financial assessment

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  • Step 3

Strategy development

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The latest from The Legacy Builder blog

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My charitable giving journey | One hand giving a heart to another hand

My Charitable Giving Journey

contact@vineetkukreti.com September 24, 2026

How I came to devote my life to building a legacy of charitable giving and helping others build theirs. In this post, I thought I

What They Say About Us

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We knew so little about our financial future and vision for how our family goals would be realized, until we worked with Scott. His expertise, years of experience, and spirit of serving others makes him an ideal financial advisor. He was so patient with every question I had, and found ways to explain even the most complex concepts so that we could not only understand, but make truly informed decisions. I am confident in Scott’s professional judgement, abilities, and trust his work. Every meeting we scheduled he was prepared, and had such a welcoming and energetic attitude, ready to help us with every small detail. He understands the sensitive nature of the details he handles, and approached every conversation through the lens of deep thought and consideration for our family priorities. We fully endorse his work!
Allison LandstedtLocal Guide
Allison Landstedt
We knew so little about our financial future and vision for how our family goals would be realized, until we worked with Scott. His expertise, years of experience, and spirit of serving others makes him an ideal financial advisor. He was so patient with every question I had, and found ways to explain even the most complex concepts so that we could not only understand, but make truly informed decisions. I am confident in Scott’s professional judgement, abilities, and trust his work. Every meeting we scheduled he was prepared, and had such a welcoming and energetic attitude, ready to help us with every small detail. He understands the sensitive nature of the details he handles, and approached every conversation through the lens of deep thought and consideration for our family priorities. We fully endorse his work!
Allison LandstedtLocal Guide
Allison Landstedt