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  • Who We Are
    • Core Values
    • Our Team
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    • Entrepreneurs & Business Owners
    • Executives & Corporate Officers
    • Business Liquidity Events
    • Physicians
    • Multi-Generational Families & Inheritors
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Day: August 6, 2025

Why More Families are Choosing to Gift Wealth Earlier – and How to Do It

Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime.

Insights & Resources for Your Business

When Should I Start Taking Social Security: 5 Factors to Consider

Social Security decisions are often framed as a single question: “When should I start drawing benefits?”

That question matters, but it can also be limiting.

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Jessica Sorg Promoted to Vice President of Operations & Administration and Director of Life Underwriting

Legacy Capital is proud to announce the promotion of Jessica Sorg to Vice President of Operations & Administration and Director of Life Underwriting.

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Legacy Capital Announces Wes A. Zwiegers as Equity Partner

Little Rock, Ark. — March 16, 2026 — Legacy Capital announced today that Wes A. Zwiegers has been named an Equity Partner of the firm, effective January 1, 2026.

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  • Who We Are
    • Core Values
    • Our Team
  • Who We Serve
    • Entrepreneurs & Business Owners
    • Executives & Corporate Officers
    • Business Liquidity Events
    • Physicians
    • Multi-Generational Families & Inheritors
    • Life Transitions
    • Retirement Planning
  • What We Do
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    • Asset Management
    • Business Succession and Exit Planning
    • Legacy and Multi-Generational Planning
    • Complex Life Insurance Solutions
  • Legacy News and Insights
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  • Join Our Team
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  • Who We Are
    • Core Values
    • Our Team
  • Who We Serve
    • Entrepreneurs & Business Owners
    • Executives & Corporate Officers
    • Business Liquidity Events
    • Physicians
    • Multi-Generational Families & Inheritors
    • Life Transitions
    • Retirement Planning
  • What We Do
    • Financial Planning
    • Asset Management
    • Business Succession and Exit Planning
    • Legacy and Multi-Generational Planning
    • Complex Life Insurance Solutions
  • Legacy News and Insights
    • Newsroom
    • Wealthscapes
    • Insights
    • Legacy Videos and Commentary
  • Join Our Team
  • Contact Us

Little Rock Office

8315 Cantrell Road, Suite 200
Little Rock, AR 72227
(501) 376-7878
insights@legacycapitalwp.com

Northwest Arkansas Office

5100 West JB Hunt Dr., Suite 110
Rogers, AR 72758
(479) 789-7899
insights@legacycapitalwp.com

Dallas Office

100 Crescent Court, 7th Floor
Dallas, TX 75201
(479) 789-7899
insights@legacycapitalwp.com

Legacy Capital Wealth Partners, LLC is a registered investment advisor.

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