Wealth Management

The financial professionals at Legacy Capital Group assists individuals and families in addressing the unique needs associated with the accumulation, management and distribution of significant wealth. Our team consists of attorneys, financial planners, estate planners and investment and insurance experts. Our multi-disciplinary approach helps ensure that all components of your plan compliment rather than compete with one another.

We work with a select and limited number of clients. This allows us to focus an extraordinary amount of time and energy on you and your planning process. At Legacy Capital Group, we believe in leveraging our resources. Through our relationship with Austin, Texas based Partners Financial, Legacy Capital Group is able to offer clients the personal attention they expect from a smaller, local firm combined with the broad range of products and level of expertise typically associated with more impersonal, national firms.

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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.  Investment Advisory Services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Legacy Capital Group is a member of PartnersFinancial and Benefits Partners, both a platform of NFP Insurance Services, Inc. (NFPSI) which is an affiliate of Kestra IS.  Legacy Capital Group is not affiliated with Kestra IS, Kestra AS, and NFPSI.