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Welcome, New Legacy Financial Group Clients

We're Excited to Meet You

A Note From Jason:

“I am writing with great news. I have been searching for a plan that protected your financial security by implementing a continuity plan, in case I get “hit by the proverbial bus”. I am writing to announce that I have implemented that plan. Over the past several months, I have built a close relationship with the ANTOLINO Wealth Advisors (ANTOLINO) team, that has a strong presence in the Midwest. They share my client-first philosophy of providing investment advice and financial planning and like me, consider their fiduciary duty to you above all else. I am not going anywhere and will continue with ANTOLINO as your primary contact. In addition to me, you will have a deeper bench of advisors and financial planners (8 CFP®’s) available to meet your needs. This transaction will close on July 1, 2026, subject to customary approvals and closing conditions. I will become an Investment Advisor Representative with ANTOLINO.” - Jason

Frequently Asked Questions

Why is This Happening?

For the past year, Jason has been hard at work serving the most important people in his life, his clients. As part of that commitment, he developed a succession plan and sought a firm that shares New Legacy Financial Group's client‑first philosophy.

From our earliest conversations with Jason, it was clear that our investment philosophy, client-first mindset, and long-term values were closely aligned. As our relationship grew, Jason and ANTOLINO Wealth Advisors mutually agreed to a strategic partnership, allowing Jason to tap into more resources and capabilities for his clients, while also putting a thoughtful, long-term succession plan in place for his practice.

What This Means for You

Access to 8 additional CFP® professionals

  • Expanded expertise & availability to support complex planning needs.

A team of 25+ experienced professionals

  • Broader depth across investment management, planning, and operations.

A firm with stability dating back to 1960

  • Long-term continuity, institutional experience, and proven stewardship.

Enhanced resources, backed by long-term stability

  • Your same trusted advisor, now backed by greater capacity and support.
What is ANTOLINO Wealth Advisors?

ANTOLINO Wealth Advisors is our RIA (Registered Investment Advisor) arm of the business that has been around since the 1980’s, focused on investment management and financial planning. Antolino & Associates is our flagship brand that has been in business since 1960! To simplify things and for branding purposes, ANTOLINO is a reference to ANTOLINO Wealth Advisors or Antolino & Associates, Inc.

What's Changing?

For now? Nothing. There's no changes from the service you know and trust. Jason will still be your go-to advisor, with ANTOLINO providing ongoing support behind the scenes. We'll be working to add even more value and efficiencies on top of the service you already enjoy.

We look forward to introducing ourselves and sharing more with each of you as we begin collaborating with Jason.

Why ANTOLINO?

For 60+ years, our firm has been dedicated to a single goal for our clients: Help Dreams Happen. Our team strives to be the best in the world at learning and understanding your unique dreams, goals, and ambitions so we can empower you to make financial decisions with confidence. Since 1960, we have continually innovated and optimized our tools to help you preserve, build and transfer wealth, with a strong focus on investment management for our valued clients.

As we continue to grow, we have been seeking firms and experienced advisors with whom we could partner with to better help us serve our clients. Jason's fiduciary commitment and investment philosophy immediately resonated with our own. With Jason joining us, we are thrilled to welcome another outstanding "A-Player" to our team!

Where Can I Find your ADV?

You can access our ADV Disclosure Brochure here.

Where Can I Find The Letter I was Sent?

You can view a copy of the original letter that was mailed out to you May 22, 2026 by Jason here:

New Legacy Letter

For more information on our firm, please explore the rest of our website

Why ANTOLINO?
Our Team