Taking a team-oriented approach to how we work together internally, as well as how we integrate with clients’ other professional advisors.
Doing what is right. Our good standing and reputation in our respective fields is guided by our high moral and ethical standards.
Providing advice and counsel without personal bias. We bring clarity to the complex by coordinating client strategies with our internal and external team of specialists.
Implementing the most creative approach possible. Through our Merchant partnership, we tap strategic opportunities and alternative investment solutions to create value for our clients.
Marshaling our team’s expertise and resources to make the complex simple for our clients.
We are a boutique firm catering to affluent investors and families with a holistic and team-oriented approach to delivering wealth management.
Boutique. Legacy Capital isn’t a large national firm run from afar, nor are we a small shop with limited resources. We’re a locally based team of experienced financial professionals with strong technical backgrounds and diverse expertise. Through relationships with respected firms like Charles Schwab and Fidelity for custody, Envestnet and Black Diamond for investment management, and Lion Street and Partners Financial for insurance, we’re able to combine strong resources with local accessibility. Our clients benefit from the scale of a national platform and the personal service of a local team.
Affluent. While many firms try to attract affluent clients, Legacy Capital was built specifically to serve them. Our advisors have experience working through complex financial situations such as business sales, real estate and private equity structures, estate settlements, and family wealth transfers. Not every client needs help in all these areas, but when they do, we have the knowledge and experience to guide them confidently.
Team-Oriented, internally and externally. Our firm is built on teamwork—both within our office and with our clients’ other trusted professionals. Our team includes attorneys, CFP® professionals, CPAs, CFAs, CLUs, and the only FALU (Fellow of the Academy of Life Underwriting) in Arkansas. We take a collaborative approach, bringing together the right expertise for each client rather than relying on one person to do it all. We also coordinate closely with outside accountants, attorneys, and family members to keep every part of a client’s plan aligned and moving in the same direction.
Investment Oversight. Our in-house Chief Investment Officer (CIO) oversees portfolio design and management, making sure your investments align with your goals and risk tolerance. The CIO works with the advisory team to track progress and make adjustments as needed, helping your plan stay on course as markets change.
Holistic Wealth Management. True wealth management means more than just investments. At Legacy Capital, we take a broad view of each client’s financial picture—covering investments, financial planning, taxes, estate planning, and insurance. We take the time to understand your family, goals, and financial structure so every part of your plan works together. Even when outside specialists are involved, our goal is to coordinate all areas of your wealth for better long-term results.
