We Stay Focused on Market Trends, so You Don't Have To

Manage Your Money with Confidence

Manage Your Money with Confidence

The Capital Legacy, LLC is a team of dedicated professionals in the financial, retirement, tax, and estate planning fields, Our team provides integrated services by harnessing various disciplines such as managed investments, and financial and retirement benefits planning toward meeting our clients’ lifelong wealth accumulation and preservation goals. We also work in tandem with other specialists including accountants, attorneys and pension actuaries to pursue these objectives*.

Each financial plan is carefully designed based on the client’s goals, financial history, personal philosophy and risk tolerance, with an eye on innovation and flexibility. Our clients are involved in each phase of plan development and are well informed of the potential risks and advantages of each investment. Our aim is to maintain a partnership with each individual and support sound financial decisions for years to come.

*Outside providers of professional services are neither affiliated with nor endorsed by Capital Legacy, LLC or LPL Financial.


What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
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Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.
Learn More

Our Experts

Learn How We Can Help You

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