Who We Are

Making the Complex Simple

Financial lives can be complex and the greater your wealth, often times the greater the complexities. If you work with experienced professionals who can serve as your quarterback, coordinating and managing these complexities, it frees you to focus on enjoying the freedom and privileges of wealth and doing the things that are most important in your life.

Legacy Capital is a locally-owned boutique firm with a team-oriented and holistic approach to serving clients’ wealth management 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.

If you want a firm that can address your wealth management needs, offer the appropriate risk management solution, coordinate the efforts of your professional advisors and help ensure your personal legacy, let’s have a conversation.