Founded in 1977, Legacy Capital Partners, Inc. is an independent, fee-only wealth management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm specializes in delivering integrated and sophisticated financial planning and investment advisory services tailored to affluent clients, families, and foundations. Their stated mission is to help clients simplify their financial lives and achieve their long-term goals through a disciplined, evidence-based approach to wealth management, encompassing areas such as estate planning, tax strategy, risk management, and philanthropic giving.

Founded in

United States