Our Services

Whatever your financial questions may be, whatever your stage of life, let’s start a conversation. Not sure what questions to ask? We can help with that, too.

Our Story

In 1988, two young men - William Elson and Brian Hood - began their careers in the financial services industry. Look where we are today.

Our Team

Our staff mantra is “Do the right thing,” and we carry that with us every day. Meet our team of advisors and operations staff.

Welcome to Legacy!

Our goal is to inspire and empower you to create the life you want, on your terms. This is what motivates us to do what we do.

There are many reasons to consider Legacy. Here are just a few:

  • Independent - That means we can make decisions that are appropriate for you, not what a company or their policies dictates.
  • Registered Investment Adviser - Our firm serves as a fiduciary, putting your interests first.
  • Team - Working to provide top-notch service. We’re large enough to have economies of scale in working with the vendors, but not so big that you’re lost in an impersonal sea of clients and advisors.
  • Comprehensive - We offer comprehensive, holistic planning aligned to help meet your specific needs and wants in areas such as investments, retirement, risk assessment, estate planning, and taxes.
  • Experience - Our team has well over 100 years of combined experience in providing personal financial advice and support to our clients
  • Knowledge - We are dedicated to continued professional growth through educating ourselves and studying best practices. Our diverse background of professional designations allows us to explore different perspectives to generate customized strategies to your financial situation.
Join our family! We’re ready to help you on your path to financial confidence.
Check the background of our firm on FINRA’s BrokerCheck.
Spectrum Advisory Services Inc is a BBB Accredited Financial Service in Des Moines, IA
We work for you.