If you’re a financial advisor, do you know what your legacy will be?
Are you a professional who wants to make a difference in the lives of sophisticated clients? Are you dedicated to helping them achieve their financial and life objectives? Do you want to practice with an experienced team that can provide the expertise and support you need?
At Legacy Capital, we are a different type of firm. We add value for our clients by building relationships with them out of a team culture that values integrity, objectivity and innovation. It’s more than our mission – it’s who we are.
- Extensive referral network of CPAs and attorneys
- Proprietary model portfolios and strategies
- Access to world-class alternative investments
- In-house life insurance underwriting and advocacy
- In-house estate planning and attorneys
- Long track record of attracting and retaining sophisticated clients with complex needs
- Team culture of putting clients’ interests first and providing superior client service
- On-site compliance officer
- State-of-the-art, fully integrated reporting solution
- Centrally located, elegant offices
- Independent, privately owned SEC Registered Investment Advisor
If you’re looking for independence, more autonomy, greater upside potential and a dedicated team environment, we invite you to contact us – info@legacycapitalwp.com.