Legacy Capital Wealth Partners

legacy capital is a boutique wealth management firm with a team-oriented and holistic approach to serving clients’ needs. we are not a large public corporation run by executives in other cities, nor are we a small three-person organization with insufficient resources to adequately serve our clients. holistic wealth management is a concept that many firms use today, but few actually deliver. they may simply provide asset management, financial/retirement planning, insurance or banking. to provide true holistic wealth management, we believe it is necessary to have in-house resources and expertise in all of these areas. we strive to gain an in-depth understanding of all facets of our clients’ financial, tax and planning life – including estate plans, corporate and entity structure (if relevant), income tax considerations and investment and insurance portfolios. our in-house team includes attorneys, cfps, chfcs, investment professionals and insurance experts. team-oriented, we also value