What Makes Us Different? Trusts and Estate Planning. Creating a Financial Plan for. We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. Inquire with us today and see how we can help you. We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations. Learn about what we do and our approach to help you save fast.

Founded in 1972, Legacy Capital Partners has years of experience with money management throughout various market cycles. Our clients include business owners, professionals, retirees, families, corporations, profit sharing and pension funds, endowments and foundations. From the beginning, it is our aim to get to know our clients and to develop a clear understanding of their goals and investment expectations. Legacy Capital Partners, Inc.

Your retirement income should last as long as you do. We are an independent financial services firm helping individuals create retirement strategies using a variety of financial investment tools to custom suit their needs and objectives. Get access to our helpful retirement kit. Which includes three guides that address topics you should consider when planning your retirement. Do Not Fill This Out.

Trusted by families and their advisors. Trusted by families and their advisors. Family Leadership Coaches and Consultants For Wealthy Families and Their Advisors. Why engage with Legacy Capitals? Because decisions as important as how to preserve your wealth, handle your inheritance or overcome critical issues in your family or business are too crucial to be made alone.

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