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LEAD A LEGACY

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Discover

All The Possibilities

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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.

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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.

Estate 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, partnerships, and our gift to you

Difference

MAKING A

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Our

Affiliates

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