Palatine, IL Office

Legacy Capital Wealth Partners serves individuals and high‑net‑worth clients, as well as families, family offices, trusts, estates, charitable foundations, nonprofit organizations and retirement/profit‑sharing plans. The firm offers holistic financial planning and both discretionary and non‑discretionary investment management, along with retirement plan advisory services (including 3(21) plan support) and consulting engagements.

The firm’s investment process begins with a comprehensive assessment of a client’s financial condition, risk tolerance, tax situation and goals, and relies primarily on fundamental analysis and a generally long‑term orientation while permitting shorter‑term trades for rebalancing or liquidity needs. Legacy Capital monitors accounts on an ongoing basis, conducts at least annual formal reviews, provides daily‑updated online reporting, and may allocate assets to unaffiliated External Managers while overseeing objectives and performance.

Operationally, Legacy Capital manages over $1.5 billion in client assets through a multi‑advisor team and discloses that certain advisory personnel also maintain broker‑dealer registrations and insurance licenses, which can result in separate commission or insurance compensation subject to conflict‑of‑interest mitigations. The firm does not sponsor or place client assets into wrap fee programs, subscribes to a national proxy‑monitoring service for proxy voting, and maintains institutional custody relationships that provide technology, trading and research support.