Legacy Capital Group California Revenue and Competitors

Legacy Capital Group California is a wealth advisory firm in Los Gatos, CA, specializing in planning (investment, tax*, estate, retirement), insurance and risk management, and charitable gifting. We have been a referral-based business since 1992, and as such, we are motivated to do our best and build long-lasting relationships. Clients are more than numbers to us; we seek to get to know them personally and customize our services to fit their needs. \n\nLCGC is a dedicated team of 3 financial advisors, who have over 30 years of experience, and a support staff of about ten members. Our office is family-sized with an extensive network of resources – including attorneys, CPA’s, mortgage financing and banking services, and real estate brokerage services. \n\nWe aim to take the mystery out of financial planning so our clients can focus on embracing their lifestyle and retirement. We encourage them to plan first, then invest by plan rather than invest and hope.\n\nOur dynamic clientele includes, but is not limited to: successful individuals with large investment portfolios who are looking for risk or tax management solutions; business owners (from small business entrepreneurs to Silicon Valley techs) aiming to diversify excess income out of their business on a tax-efficient basis or want management succession alternatives and income protection solutions; and people approaching retirement who seek to quantify their retirement needs and find ways to invest their capital.\n\n*Legacy Capital Group California does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.\n\nSecurities offered through Lion Street Financial, LLC (LSF), member FINRA/SIPC. Investment Advisory Services offered through Legacy Capital Group California. Legacy Capital Group California is an independent member firm of PartnersFinancial. Legacy Capital Group California, and Baer & Bunger Financial & Insurance Services, LLC are not affiliated with LSF.\n \n\n \n \n Show more\n \n\n \n\n\n \n \n Show less