When you work with experienced professionals who can serve as your financial quarterback, coordinating and managing the complexities, it allows you to focus on enjoying the freedom and privileges of wealth and accomplishing the things that are the most important to you.
Legacy Capital is a locally owned boutique firm with a team-oriented and holistic approach to serving clients’ wealth management 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.
“Take a closer look at Legacy Capital and our holistic wealth management and team-oriented client service approach.”
To provide true holistic wealth management, you need to assemble a multi-disciplined, in-house team that is knowledgeable in asset management, financial and retirement planning, insurance and banking. We are that team. We strive to gain an in-depth understanding of all major facets of our client’s financial, tax and planning life, so we can provide the level of guidance and management they need to accomplish their goals.
Everyone is unique and we all have different needs… but some occupations create even greater financial complexity. This fact is further compounded for those who excel in these professions and garner high earnings through ownership, stock options, and other compensation channels. Our knowledgeable team understands the critical financial needs and nuances of these professions.
Our mission is to achieve our client goals. Sounds simple, and it’s meant to be. We make the complexities of financial life simple for our clients so they can enjoy what is most important to them.
The driving force behind our team’s performance is our shared values: Team Culture, Integrity, Objectivity and Innovation.
