Wealth by Design Legacy Firm

About the firm

Experience that makes room for your mission.

Wealth by Design Legacy Firm works from the inside out: practical systems, sustainable funding, and decisions that protect both the organization and the people carrying it.

Founder and nonprofit strategy advisor

Built from lived experience

The work is personal because the stakes are.

With more than 17 years in nonprofit development, funding strategy, and organizational consulting, the firm understands what leaders are up against: the urgency of the mission, the complexity of the systems, and the risk of asking a small team to carry too much for too long.

That experience shapes a direct, generous approach. We help design programs that are fundable, boards that govern responsibly, income streams that create breathing room, and organizations that can grow without losing their reason for being.

Who we serve

Founders

People ready to turn a long-held vision into a nonprofit with a real foundation.

Growing organizations

Teams looking to scale, diversify income, and build stronger internal systems.

Churches

Faith communities launching nonprofit arms designed to serve their neighborhoods.

The promise

No quick wins. Just work that holds.

Find your next right step