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...

Wealth management,financial services,financial planning,financial advisory,wealth advisory,investment management,asset allocation,life insurance planning,disability insurance planning,insurance planning,certified financial planners,asset management,holistic wealth planning,holistic financial planning,estate planning,retirement planning,tax planning,sec registered investment advisor,and legacy planning

Legacy capital wealth partners operates in the Financial services industry.

Legacy capital wealth partners's revenue is 11m - 100m

Legacy capital wealth partners has 11 - 50 employees.