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LEAD A LEGACY
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welcome
Legacy Capital is a wealth management firm that works with individuals, families, executives and business owners in accomplishing 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.
LEAD A LEGACY
OUR SERVICES
We are here for all of life's amazing adventures
Adventure
CHOOSE YOUR
Develop portfolio strategies tailored to your specific needs based on your risk tolerance.
Investments
We provide guidance and work with an Estate Attorney to pass down your legacy as you intend.
Estate Planning
Create tax-efficient strategies and work with your accountant to streamline reporting.
Tax Strategies
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.
Retirement
Help individuals prepare for retirement by creating a cash flow analysis, selecting an investment strategy and maximizing their Social Security and Medicare benefits
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, partnerships, and our gift to you
Difference
MAKING A
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