Legacy Capitals, LLC

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Legacy Capitals, LLC
Category: Investment Services

Key contact details for Legacy Capitals, LLC
Phone
609 947-3039
Email
Email business
Website
www.legacycapitals.com
Address
325 West Bridge Street #455, New Hope PA, 18938
 

Financial Planners

Wealth Management

Family Business


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Business profile

Legacy Capitals, LLC is an independent boutique company, serving successful individuals such as, executives, entrepreneurs, professional athletes, artists, and entertainers, in addition to families of wealth, work-teams, and organizations who want to increase their overall performance. Our client-focused approach differentiates Legacy Capitals from similar organizations - at Legacy Capitals we help our clients maximize all of their "capitals." With our depth and breadth of experience serving the top .001% wealthiest families in the United States, elite performers, and global corporations - along with our personal experiences - we know success is not about balance. The key is knowing when to invest in and deploy each of our capitals at the right time, in the right situation, and within the context of our values and goals.

  • Business profile

    Legacy Capitals, LLC is an independent boutique company, serving successful individuals such as, executives, entrepreneurs, professional athletes, artists, and entertainers, in addition to families of wealth, work-teams, and organizations who want to increase their overall performance. Our client-focused approach differentiates Legacy Capitals from similar organizations - at Legacy Capitals we help our clients maximize all of their "capitals." With our depth and breadth of experience serving the top .001% wealthiest families in the United States, elite performers, and global corporations - along with our personal experiences - we know success is not about balance. The key is knowing when to invest in and deploy each of our capitals at the right time, in the right situation, and within the context of our values and goals.

Legacy Capitals, LLC's Keywords

Financial Planners | Wealth Management | Family Business | Succession Planning | Investment Advisers | Financial Adviser | Management And Financial Planning | Private Wealth Management | Wealth Transfer | Full Service Investment Advisory | Family Wealth Management | Family Governance | Family Office Services

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