Boutique. We are not a faceless large public corporation run from afar, nor are we a small two- or three-person office with limited capabilities. We are a locally based, well-resourced team of financial professionals, many with highly specialized backgrounds and degrees. Through strategic affiliations with some of the industry’s most respected firms, including Charles Schwab and Fidelity for custodians, Envestnet for investment management and reporting, and Lion Street and Partners Financial for insurance, we are able to offer the best of all worlds. Legacy Capital offers the scale and sophistication of a national organization, delivered with the personalized touch, service, and attention that only a local firm can provide.
Affluent. Many firms try to attract affluent clients, but few were intentionally built to serve them. At Legacy Capital, we operate with a clear focus on who our clients are and what they need. That’s why our team includes two non-practicing attorneys, two CFPs, and the only FALU (Fellow of the Academy of Life Underwriting) in the state of Arkansas. Our team brings deep experience across a wide range of complex scenarios, such as structuring real estate and private equity transactions, guiding clients through business acquisitions and sales, supporting estate settlements, and advising across multiple generations. Not every client will need our guidance in all of these areas, but when they do, we bring the technical skill and experience to serve them well.
Team-Oriented, internally and externally. Our firm takes a multidisciplinary approach to client service, drawing on the diverse expertise of our in-house team, including attorneys, CFPs, CPAs, CFAs, and experts in both investments and insurance. Rather than relying on a single person or advisor to address every need, we collaborate as a team, ensuring each professional operates within their area of highest capacity and competence. We also value collaboration with our clients’ external teams, whether accountants, attorneys, trust officers, or family members. We understand that different perspectives lead to better outcomes, and when we work together, our clients benefit most. By aligning our team’s efforts around a shared vision for your financial future, we help ensure that every aspect of your plan is working in harmony.
Holistic Wealth Management. Wealth management is a term used often, but in our experience, rarely delivered. Many firms focus on just one or two areas, such as investment management, financial planning, insurance, or banking. To truly provide holistic wealth management, we believe it’s necessary to have in-house resources and expertise across all of these disciplines. Our team strives to gain an in-depth understanding of every major facet of our clients’ financial lives, including estate plans, business or entity structures (if relevant), income tax framework, investment strategies, and insurance coverage. We take the time to get to know our client’s family and their unique dynamic as well as possible. While we may not always serve as the lead or expert in every area, the more we know, the more we can deliver, often uncovering opportunities for greater synergies and improvements.
