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 Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Legacy Capital Wealth Partners LLC and Purshe Kaplan Sterling Investments are not affiliated companies.