Legacy Capital
Finance · Arkansas, United States · 1-10 Employees
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Overview
Headquarters
8315 Cantrell Rd Ste 200, Little Rock, A...Phone Number
(501) 376-7878Website
www.legacycapitalwp.comRevenue
<$5 MillionIndustry
About Legacy Capital
Legacy Capital Wealth Partners is a boutique financial advisory firm that specializes in holistic wealth management for clients with complex financial needs. They offer a range of services including financial planning, asset management, business succession planning, and complex life insurance solutions. Their target clients include entrepreneurs, business owners, executives, physicians, multi-generational families, and individuals undergoing life transitions. The firm prides itself on a team-oriented approach, providing personalized guidance to help clients achieve their financial goals.Explore more
Legacy Capital Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Legacy Capital
<$5M
1-10
Private
-
1999
AJ
Almi Jessica Sorg FALUVice President, Life Insurance Operations
Legacy Capital Tech Stack
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Legacy Capital Wealth Partners is a boutique financial advisory firm that specializes in holistic wealth management for clients with complex financial needs. They offer a range of services including financial planning, asset management, business succession planning, and complex life insurance solutions. Their target clients include entrepreneurs, b... Read More
