Legacy Capital Group

Legacy Capital is a locally-owned boutique firm specializing in wealth management needs. They offer a team-oriented and holistic approach to serving clients. They coordinate and manage financial complexities, which allows clients to focus on enjoying their wealth.

The firm offers financial planning, legacy planning, asset management, and insurance solutions. Legacy Capital strives to gain an in-depth understanding of all facets of their clients’ financial, tax and planning life – including estate plans, corporate and entity structure (if relevant), income tax considerations and investment and insurance.