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Investing for the moments
Before we can build an investment portfolio for you and your family, Legacy Capital first creates a comprehensive financial plan specific to your goals. This allows our advisors to see what risk level and portfolio is appropriate for you. We find that it is also important to take into consideration your tax and estate situation prior to making recommendations.
The portfolios that we manage are proprietary to our team, and dynamic to market fluctuations. Our investment and management team reviews each strategy weekly.
Tax Efficient Strategies
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