From Corporate Strategy to Your Family's Future:
The Legacy Lifestyle Advisors Story
Kevin Connaughton and Jackie Mahaney, a couple of Gen X entrepreneurs, have dedicated the last 25 years to a simple mission: helping business owners succeed and families thrive.
They bring real-world expertise to the table:
Kevin, a CPA/MBA, scaled a national company by optimizing finance operations and creating smart growth strategies.
Jackie drove success through innovative advertising and marketing campaigns, from traditional TV to cutting-edge digital and geo-targeting methods.
Beyond the corporate world, they’ve built their own wealth and helped others do the same through strategic real estate investment. Today, they manage a personal portfolio including properties and land in Arizona as well as owning a vacation rental in Hilton Head, SC.
Unlike traditional advisors who focus solely on one area- Kevin and Jackie offer a complete suite of services. They can coordinate business financial planning (FP&A), marketing strategy, and property investment under one roof, providing a seamless "concierge" experience.
Leverage our 25+ years of success in business strategy and real estate investment to achieve your personal and professional goals.
With over 25 years of experience in corporate finance, Kevin Connaughton is a CPA/MBA. Previously serving as VP of Finance for a nationwide corporation. Now, he specializes in helping small to large business owners with FP&A Consulting. He also holds a real estate license in Arizona and South Carolina helping buyers/sellers/investors maximize their real estate holdings and find their dream homes. Partners in all 50 states.
Bringing 23 years of real estate experience, Jackie Mahaney is a licensed real estate professional in Arizona and South Carolina. Her 25+ year background in media advertising sales and luxury real estate provides a unique edge in property acquisition and market positioning. She loves working with retirees, 2nd home buyers, 1031 exchange investors, relocation clients and luxury buyers. She also welcomes the opportunity to assist in the marketing & advertising needs for your company.
Our Approach
Every successful business owner understands the delicate tension between "living to work"—putting in the endless hours required to build an empire—and "working to live"—enjoying the fruits of that labor. The same holds true for high-net-worth individuals and retirees who have finished their career chapter and are now focused purely on the lifestyle they’ve earned.
At our firm, we believe you shouldn’t have to choose. We help you connect your relentless professional drive to the luxurious lifestyle you’re working toward, whether you're still scaling your business or enjoying a well-deserved retirement.
We provide a comprehensive, two-pronged approach designed to optimize both your business profitability and your personal wealth accumulation:
And don't worry—the third prong is for those who are already there: life is now all play and no work!
The Legacy Lifestyle Difference
Traditional real estate agents focus solely on property transactions. Our value proposition is built on a unique integration of strategic financial insights and luxury asset acquisition, tailored to your stage in wealth accumulation.
Investment Properties, 2nd Homeowners
1031 Exchange
We apply the same strategic, forward-looking financial analysis used to optimize business to your real estate acquisitions. Whether you are purchasing a second home for personal enjoyment or an investment property for income-producing revenue, every acquisition is a strategic move designed to navigate market trends, minimize risk, and build lasting wealth.
For Retiree's & Relocation Clients: We ensure each property acquisition is not only a lifestyle choice but a strategic asset designed to be enjoyed and to protect your established legacy for future generations.
"I think the biggest shift in the luxury American housing market that we've seen in 50 years … They're not just buying one home now, they're buying three." Ryan Serhant
We agree which is why we've tailored our services to help you make these multi-property investments wisely, balancing lifestyle enjoyment with long-term wealth protection."
Personalized Service
We believe in providing personalized service and the utmost privacy to each of our clients. We take the time to deeply understand your unique needs, complex goals, and long-term aspirations, and then tailor our integrated approach to meet them. Whether you are a seasoned real estate investor looking to expand your portfolio or a business owner seeking strategic growth advice, we are here to help you achieve your wealth and real estate goals with discretion and expertise.
Your Luxury Lifestyle Is Waiting
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