ABOUT

At Wealth Management Legacy Planning Group, we bring over 32 years of combined financial planning experience to serve the individuals, families, and small business owners of Albuquerque, NM and surrounding areas. Headquartered in the heart of the city, our mission is rooted in building long-lasting relationships and providing customized, holistic financial solutions.

Our team is dedicated to guiding you through every stage of your financial life – whether you’re just starting your retirement savings journey, preparing to transition out of the workforce, managing your investments, or planning your legacy. We specialize in integrating retirement planning, trust strategies, tax optimization, investment management, and estate planning into one comprehensive strategy.

We proudly partner with educational institutions such as the University of New Mexico (UNM), New Mexico State University (NMSU), Texas Tech University, and the University of Texas at El Paso (UTEP) to assist faculty and staff in planning their financial futures.

Our Advisors

Angelo Burns

Senior Financial Advisor with decades of experience in retirement planning and wealth management.

Eli Montoya

Bilingual (Spanish/English) Financial Advisor, passionate about helping diverse communities build lasting wealth.

Larisa Holiday

Financial Advisor and Tax Preparer, specializing in comprehensive tax planning and client education.

Our Values

Client-Centered Approach

Every plan begins with your goals and vision.

Integrity and Transparency

Honest advice, clearly communicated.

Holistic Solutions

Unified strategies across all financial areas.

Long-Term Commitment

We’re with you every step of the way.

Expertise and Trust

Guidance you can rely on.

Personalized Service

Tailored strategies built around your life.

Whether you’re planning for retirement, growing your investments, minimizing taxes, or securing your legacy, you deserve a partner that listens, understands, and creates a financial roadmap just for you.

Let’s build a legacy together.