Getting Started

	Professional management of your investment portfolio of $500,000 or more,
	Simplifying your financial responsibilities,
	Implementing investment and planning strategies to promote tax and expense efficiency, and
	Coordinating your financial plans to work together toward your goals

Legacy Capital Partners, Inc. may be the right choice for you.

To learn more about how we can partner together, give us a call when you have a few minutes to visit over the phone. We'll answer some of your initial questions, collect some basic information, and set up a complementary consultation to help us all determine if our services are suitable for you. Our first meeting will focus on your needs and expectations.  It will also provide a more detailed overview of our firm and philosophy.  This meeting typically lasts approximately 45 minutes. If our approach meets your requirements, we would be glad to build a proposal specific to your unique situation.

We look forward to the opportunity to meet with you and hope to extend our services in building a prosperous future together.