Our History as one of Wisconsins oldest Fee only Investment Advisors
Founded in 1972, Legacy Capital Partners has years of experience with money management throughout various market cycles. As stewards of capital 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 147 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 financial goals and investment expectations.Our business is built on developing a relationship with each client. While each relationship is unique, all reflect Legacy Capital Partners' core values.