Founded in 1972, Legacy Capital Partners has years of experience with money management throughout various market cycles. Our clients include business owners, professionals, retirees, families, corporations, profit sharing and pension funds, endowments and foundations.
Our business is built on developing a relationship with each client. While each relationship is unique, all reflect Legacy Capital Partners' core values. We believe in performance, quality service, competency, trust and confidentiality.
Hiring Legacy Capital Partners as their professional investment advisor provides our clients with a combined 97 years of research, expertise and experience to help them create an investment plan that increases their wealth, reduces risk and volatility and helps them manage tax considerations.
From the beginning, it is our aim to get to know our clients and to develop a clear understanding of their goals and investment expectations.
It is our hope we can get to know you. Call us or email us to get started.
Legacy Capital Partners, Inc.
1200 N. Mayfair Road Suite 360
Milwaukee, WI 53226