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.
Company Details
- Employees
- 28
- Founded
- -
- Address
- 8315 Cantrell Rd,
- Phone
- +1 501 376 7878
- in****@****lwp.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- legacycapitalwp.com
- Keywords
- 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, Legacy Planning.
- HQ
- Little Rock, Arkansas
Legacy Capital Wealth Partners Questions
Legacy Capital Wealth Partners's helpline number is +1 501 376 7878
Legacy Capital Wealth Partners's website is legacycapitalwp.com
Legacy Capital Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/legacycapitalwealthpartners
Legacy Capital Wealth Partners has
28 employees.
View email and phone details for 28
employees at Legacy Capital Wealth Partners.
Legacy Capital Wealth Partners's industry is
Financial Services
Legacy Capital Wealth Partners's top competitors are
Lighthouse Financial,
Naviter Wealth,
Hexagon Capital Partners - Nwa,
Stephens,
Sowell Management,
Optima Mergers & Acquisitions,
Arvest Bank,
Olympus Wealth Strategies,
Trent Capital Management Llc,
Blue Yonder.
Legacy Capital Wealth Partners's support email address is info@legacycapitalwp.com
Legacy Capital Wealth Partners's categories are Financial Services
Legacy Capital Wealth Partners's founding year is 1977
