Rogers, AR Walsh Lane Office

Team
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Legacy Capital Wealth Partners, LLC logo

Legacy Capital Wealth Partners, LLC

Team

Firm-wide stats for Legacy Capital Wealth Partners, LLC

Total advisors

17

Across 3 offices

Clients per advisor

39 Low

Avg AUM per client

$2,144,746 High

HNW client ratio

46% High

About

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.

Based on Legacy Capital Wealth Partners, LLC

Expertise

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management

Based on Legacy Capital Wealth Partners, LLC

Occupation focus

Founder/Business Owner Executive

Based on Legacy Capital Wealth Partners, LLC

Location

5502 Walsh Lane, Suite 103

Rogers AR 72758

Advisors at this office

4

Advisors at this office

user avatar

Michael P

CFA®, Series 63, Series 65

Rogers, AR

Legacy Capital Wealth Partners, LLC

Michael Peebles is a CFA® charterholder with 21 years of experience in the financial services industry. He is a partner at Legacy Capital Wealth Partners, LLC, and has previously worked at Purshe Kaplan Sterling Investments, Arvest Wealth Management, and several other firms. His work history includes roles focused on wealth management and financial planning. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, trusts, charitable foundations, and retirement plans, offering holistic financial planning and a range of investment management services. The firm’s investment approach emphasizes fundamental analysis and long-term orientation, with ongoing account monitoring and formal annual reviews.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
user avatar

Deann G

CFP®, Series 63

Rogers, AR

Legacy Capital Wealth Partners, LLC

Deann Gann is a CFP® with 29 years of industry experience, currently affiliated with Legacy Capital Wealth Partners, LLC. She has held previous roles at Purshe Kaplan Sterling Investments and Arvest Asset Management. Outside of her advisory work, she serves as secretary, treasurer, and bookkeeper for Hook, Line, and Sinker, a retail business. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, trusts, and nonprofit organizations with holistic financial planning and both discretionary and non-discretionary investment management. The firm emphasizes a comprehensive client assessment and a primarily long-term investment approach while providing ongoing account monitoring and annual reviews.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
user avatar

Matthew K

CFP®

Rogers, AR

Legacy Capital Wealth Partners, LLC

Matthew Koll is a CFP® professional with two years of industry experience, currently serving at Legacy Capital Wealth Partners, LLC. His prior experience includes roles at Arvest Bank and First Community Trust, along with 18 years of service in the United States Navy. Outside of his advisory work, Koll serves as president of the school board for St. Vincent de Paul Catholic School and holds board and committee positions with local nonprofit organizations Big Brother Big Sister NWA and the Mercy Foundation. Legacy Capital Wealth Partners serves individuals and high-net-worth clients, families, trusts, and nonprofit organizations, providing holistic financial planning and investment management. The firm’s investment approach is based on fundamental analysis with a long-term orientation, and it offers comprehensive client reviews supported by technology and multi-advisor collaboration.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
user avatar

Brian W

CFA®, Series 63, Series 66

Rogers, AR

Legacy Capital Wealth Partners, LLC

Brian Wood is a CFA® charterholder with 23 years of industry experience. He is a senior wealth advisor and managing partner at Legacy Capital Wealth Partners, LLC, and has previously worked at Arvest Wealth Management, Purshe Kaplan Sterling Investments, A. G. Edwards & Sons, Inc., and FSW Partners, L.P. Wood serves as finance chair for the Single Parent Scholarship Fund of Northwest Arkansas and holds board member positions at Pathway to Freedom, a prison ministry nonprofit, and Christ for the City International, a mission outreach organization. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, estates, charitable foundations, nonprofits, and retirement plans. The firm provides comprehensive financial planning and discretionary and non-discretionary investment management, emphasizing fundamental analysis and long-term orientation while offering ongoing account monitoring and tailored asset allocation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management Founder/Business Owner Executive
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