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LEAD A LEGACY

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All The Possibilities

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Client Login

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For Advisors

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welcome

Legacy Capital is a wealth management firm that works with individuals, families, executives and business owners in working toward their financial goals and helping them lead a family legacy. Legacy Capital is headquartered in The Woodlands, Texas and works with families across the globe.

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LEAD A LEGACY

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OUR SERVICES

We are here for all of life's amazing adventures

Adventure

CHOOSE YOUR 

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Develop portfolio strategies tailored to your specific needs based on your risk tolerance.

Investments

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We provide guidance and work with an Estate Attorney to pass down your legacy as you intend.

College Planning

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Create tax-efficient strategies and work with your accountant to streamline reporting.

Tax Strategies

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Business Formation

Work closely with business owners as they start a new venture or as they transition on by providing guidance on what it takes to maximize their time and effort.

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Retirement

Help individuals prepare for retirement by creating a cash flow analysis, selecting an investment strategy and maximizing their Social Security and Medicare benefits

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Assist with creating a comprehensive financial plan, debt elimination and setting goals to help you build wealth for the future.

Building Wealth

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here for you

Find out more about service offerings from Legacy Capital.

LEAD YOUR LEGACY

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This content is provided for informational and illustrative purposes only and does not constitute investment, legal, or tax advice. Information is based on sources believed to be reliable but has not been independently verified. 

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Our

Affiliates

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The logos and designations displayed above represent professional certifications, memberships, or educational affiliations held by certain associated persons of the firm. These organizations are not affiliated with, do not endorse, and are not responsible for the services provided by Legacy Capital.

Registered Investment Advisor

Legacy Capital Wealth Management, LLC (“Legacy Capital”) is an investment adviser registered pursuant to the Investment Advisers Act of 1940 with the Securities and Exchange Commission (“SEC”) and various state jurisdictions and our fees and services are more particularly described in Form ADV Part 2A and our Form CRS.  Registration with the SEC or other securities regulators does not imply a certain level of skill or training.

 

This website provides general information about the business practices and professionals of Legacy Capital. The information is not intended, and should not be construed, as legal, tax or investment advice. We do not provide and we do not offer to provide personalized investment advice over the internet.  The information provided has not been approved or verified by any state or federal securities authority. Additional information about Legacy Capital is available on the Securities and Exchange Commission website at www.adviserinfo.sec.gov.

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General Disclosure

This website is for informational purposes only and does not constitute an offer to provide advisory or other services by Legacy Capital in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matte and statements contained herein are the opinions of Legacy Capital and are not to be construed as guarantees, warranties or predictions of future events, portfolio allocations, portfolio results, investment returns, or other outcomes. Viewers of this website should not assume that all recommendations will be profitable or that future investment and/or portfolio performance will be profitable or favorable.  Legacy Capital expressly disclaims all liability in respect to actions taken based on any or all of the information on this website. This is our Privacy Policy.

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Communications

No information regarded as confidential should be forwarded to Legacy Capital prior to communicating directly with a professional associated with the firm.  Additionally, no assurances can be made that electronic messages will only be viewed by the intended recipient.

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Copyright

The entire content included in this site, including but not limited to text, graphics or code is copyrighted as a collective work under the United States and other copyright laws, and is the property of Legacy Capital. ALL RIGHTS RESERVED. Permission is granted to electronically copy and print hard copy portions of this site. Any other use, including but not limited to the reproduction, distribution, display or transmission of the content of this site is strictly prohibited, unless authorized by Legacy Capital.

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Trademarks

All trademarks, service marks and trade names of Legacy Capital used in the site are trademarks or registered trademarks of Legacy Capital.

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Links

There are links to third-party websites on the internet contained in this web-site. We provide these links because we believe these websites contain information that might be useful, interesting and or helpful to your professional activities. Legacy Capital has no affiliation or agreement with any linked website. The fact that we provide links to these websites does not mean that we endorse the owner or operator of the respective website or any products or services offered through these sites. We cannot and do not review or endorse or approve the information in these websites, nor does Legacy Capital warrant that a linked site will be free of computer viruses or other harmful code that can impact your computer or other web-access device. The linked sites are not under the control of Legacy Capital, and we are not responsible for the contents of any linked site or any link contained in a linked site. By using this web site to search for or link to another site, you agree and understand that such use is at your own risk.

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Additional Disclosures.

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The Links

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Your

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Legacy

Ph:281-595-1997
Tel: 281-595-1990
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1725 Hughes Landing blvd.
Ste. 860
The Woodlands, Tx 77380
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