Legacy Capital Wealth Partners

Legacy Capital is a boutique wealth management firm with a team-oriented and holistic approach to serving clients’ 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. Holistic wealth management is a concept that many firms use today, but few actually deliver. They may simply provide asset management, financial/retirement planning, insurance or banking. To provide true holistic wealth management, we believe it is necessary to have in-house resources and expertise in all of these areas. We strive to gain an in-depth understanding of all facets of our clients’ financial, tax and planning life – including estate plans, corporate and entity structure (if relevant), income tax considerations and investment and insurance portfolios. Our in-house team includes attorneys, CFPs, ChFCs, investment professionals and insurance experts. Team-oriented, we also value our clients’ other trusted professionals, including accountants, lawyers, trust officers and other family members. We also know that expertise is necessary, but not sufficient. Understanding our clients’ values, hopes and dreams is an essential part of building long-term, trusting relationships. Every member of our team is committed to ensuring that each client receives the warmest, highest level of service possible. Legacy Capital Wealth Partners, LLC (“Legacy Capital”) is a registered investment advisor ("RIA"), located in the state of Arkansas, and provides investment advisory and related services for clients nationally. Legacy Capital will maintain all applicable registration and licenses as required by the various states in which Legacy Capital conducts business, as applicable. Legacy Capital renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

网站

https://legacycapitalwp.com/

Legacy Capital Wealth Partners的外部链接

所属行业

金融服务

规模

11-50 人

总部

Little Rock，Arkansas

类型

私人持股

创立

1977

领域

Wealth Management、Financial Services、Financial Planning、Financial Advisory、Wealth Advisory、Investment Management、Asset Allocation、Life Insurance Planning、Disability Insurance Planning、Insurance Planning、Certified Financial Planners、Asset Management、Holistic Wealth Planning、Holistic Financial Planning、Estate Planning、Retirement Planning、Tax Planning、SEC Registered Investment Advisor和Legacy Planning