Legacy Capital Group California

Legacy Capital Group California (LCGC) is a wealth advisory firm based in Los Gatos, CA, established in 1992. Their motto, "Wealth Offers Opportunity, We Offer Choices," reflects their dedication to providing comprehensive financial services. The firm's focus areas include investment, tax, estate, retirement planning, insurance, risk management, and charitable gifting. With a referral-based business model, LCGC prioritizes building long-term relationships and personalized services for their clients. The LCGC team consists of three experienced financial advisors and a support staff of approximately ten members. Their network includes professionals such as attorneys, CPAs, and real estate brokers, allowing them to offer a wide range of resources and expertise. Their client base encompasses successful individuals with substantial investment portfolios, business owners seeking tax-efficient income diversification, and those nearing retirement looking for tailored financial strategies. Notably, LCGC emphasizes the importance of financial planning before investing, striving to demystify the process for their clients. It's essential to highlight that they do not offer legal or tax advice but instead encourage individuals to seek appropriate professional guidance for their specific circumstances. LCGC is affiliated with Lion Street Financial, LLC (LSF) and is an independent member firm of PartnersFinancial. While specific details about their recent investments and investors are not provided, LCGC's steadfast commitment to personalized wealth management and client-centric approach makes them a notable player in the finance, financial services, insurance, and wealth management industries.