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Wealth Management For High Net Individuals, Families and Institutions - Legacy Capital Management Inc.

Customized Portfolio Management, Wealth and Estate Planning, Charitable Giving and Philanthopy Guidance for High Net Worth individuals and families. Legacy Capital Management Inc is the premier Wealth Management Firm in Northern California providing comprhensive wealth management and alternative investments for individuals, families and charitable organizations.

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LEGACY CAPITAL MANAGEMENT

Shaun Gartman

3700 Dougla●●●●●●●●●●●, Suite 260

ROS●●●LLE , California, 95661

United States

1.91●●●●5130
cl●●●●●●●●●@cstonetech.com

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LEGACY CAPITAL MANAGEMENT

Shaun Gartman

3700 Dougla●●●●●●●●●●●, Suite 260

ROS●●●LLE , California, 95661

United States

1.91●●●●6200
1.91●●●●6210
ne●●●●●●●●●●●●●●●@gmail.com

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Cornerstone Technology Consulting Group

Shaun Gartman

4439 ●●●●● Lane

Sac●●●nto , California, 95841

United States

1.91●●●●5130
1.91●●●●6911
cl●●●●●●●●●@cstonetech.com

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Wealth Management For High Net Individuals, Families and Institutions - Legacy Capital Management Inc. | legacycapitalinc.com Reviews
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Customized Portfolio Management, Wealth and Estate Planning, Charitable Giving and Philanthopy Guidance for High Net Worth individuals and families. Legacy Capital Management Inc is the premier Wealth Management Firm in Northern California providing comprhensive wealth management and alternative investments for individuals, families and charitable organizations.
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2 invididuals
3 portfolios
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5 fmailies
6 comprehensive wealth management
7 investments
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10 wealth planning
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Wealth Management For High Net Individuals, Families and Institutions - Legacy Capital Management Inc. | legacycapitalinc.com Reviews

https://legacycapitalinc.com

Customized Portfolio Management, Wealth and Estate Planning, Charitable Giving and Philanthopy Guidance for High Net Worth individuals and families. Legacy Capital Management Inc is the premier Wealth Management Firm in Northern California providing comprhensive wealth management and alternative investments for individuals, families and charitable organizations.

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Company History of Legacy Capital

http://legacycapitalinc.com/company-history.shtml

The move out of the Bay Area to the Sacramento Valley was both a personal and a business decision. Drawn to the quality of life, rapidly growing business environment, and increased economic opportunities Legacy Capital Management moved to the heart of Placer County Roseville, California.

2

Investment Process - High Net Individuals, Families and Institutions - Legacy Capital

http://legacycapitalinc.com/investment-process.shtml

We employ a disciplined investment process designed to consistently outperform benchmarks while controlling risk and volatility. Our priority is to preserve capital, then grow that capital responsibly. We strive to deliver consistent, comprehensive, and quality results. Then, using the most sophisticated tools available, we apply strict valuation and buy and sell disciplines as we carefully review each security’s characteristics to ensure they meet our stringent criteria. And when should we buy? We use a...

3

Legacy Capital Investment Team

http://legacycapitalinc.com/our-team.shtml

4

Investment Services for High Net Individuals, Families and Institutions - Legacy Capital Management Inc.

http://legacycapitalinc.com/breadth-services.shtml

As partners in our clients’ success, Legacy provides comprehensive wealth management for high net worth individuals, families, and select charitable organizations. Through our broad spectrum of guidance and services, we help clients navigate the complexities of growing, preserving, and transferring their personal wealth. Legacy is a fee-only firm. Although we offer a wide range of wealth management services, we bill our clients only for portfolio management. Consistent with standard investment co...

5

Wealth Management For High Net Individuals, Families and Institutions - Legacy Capital Management Inc.

http://legacycapitalinc.com/index.shtml

Our Clients Define Our Mission. At Legacy Capital Management, our goal is simple, to give clients peace of mind by responsibly preserving and growing their wealth. Since 1993 Legacy Capital Management, Inc. has provided comprehensive investment management services to help high net worth individuals and families achieve their financial goals. LEARN ABOUT LEGACY CAPITAL MANAGEMENT. LEGACY CAPITAL MANAGEMENT INC. Roseville, CA 95661. Toll Free: 800.854.9744. Local: 916.783.6200.

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Jobs & Internships. Bridging the Opportunity Gap. The 49ers Academy provides adolescent students with a community of support empowering them to be engaged in school, to reach their full potential and to make positive contributions to our world one student at a time. Stay connected and share our story. Join the 49ers Academy newsletter and get the latest school updates! Together we can close the achievement gap. Your donation will empower students to succeed! Director of Student and Family Affairs.

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