At Legacy Capital Wealth Management, we recognize that we are not all things to all people; we are all things to some people.
Legacy Capital Wealth Management
Working With A Financial Professional
No two people are the same, and our advisors know this better than most. We have only one goal in mind: your ideal future.
We are a team of professionals working hard to learn your needs and building confidence to create your financial future. Get to know our team.
Let's discuss your investment planning.
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
The Five Star Wealth Manager award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2023 Five Star Wealth Managers.
Where do you want to go? We'll get there, together.
Our priority is helping you take care of yourself and your family. Legacy Capital Wealth Management wants to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.