A complete list of active advisors currently associated with Legacy Wealth Capital, LLC.

Warmer can help you find a great advisor at Legacy Wealth Capital, LLC. or one who fits your needs even better.

Legacy Wealth Capital is a fee-only registered investment adviser that provides portfolio management and comprehensive financial planning services for high-net-worth individuals, foundations, endowments, pension plans and businesses. Services include separately managed equity and fixed-income portfolios plus planning for retirement, estate, insurance, cash flow, asset allocation and college funding. Portfolios are typically composed of 20–40 positions and may be traded less frequently than at larger firms; the adviser employs opportunistic, qualitative, valuation, momentum and trend analysis and seeks to limit permanent loss through multi-level fundamental analysis. Accounts are generally managed on a discretionary basis, clients may impose investment restrictions (which the firm may decline if excessive), and the adviser may hold significant cash depending on market conditions. Distinctive for a small independent adviser, the principal is licensed as a Realtor and also provides consulting to private equity, humanitarian and other organizations, while performing pro bono work for a church and serving as an unpaid trustee for a 501(c)(3). The firm concentrates on HNW and institutional relationships (it does not target non‑HNW retail clients), maintains a relationship minimum, and is exploring additional endowment, pension and foundation advisory work.

To learn more about the advisors currently working at Legacy Wealth Capital, LLC., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Tony Alarcon	Los Gatos, CA	27

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