Legacy Capital Partners, Inc.

1200 N Mayfair Rd Ste 360
Milwaukee WI 53226

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Legacy Capital Partners is an independent financial advisory firm built on the understanding that wealth is a vehicle... a means to attain life's goals, whatever they may be. We know that building a successful life is about more than simply maximizing your wealth. It requires embracing your vision and honoring your values. We build our business by getting to know and understand our client's goals and objectives. Then, we devise a plan unique to each client. Through it all, we counsel clients on how financial decisions may affect their lifestyle and long-term goals. While each client is unique, all of our relationships reflect our core values of performance, quality service, competency, trust and confidentiality. Our approach has served us well. Many of our clients have entrusted Legacy Capital Partners with managing their wealth for three decades. Founded in 1972, Legacy Capital Partners has significant experience with investment management and financial planning through various market cycles. We work with business owners, professionals, retirees, individuals and families, corporations, profit-sharing and pension funds, endowment funds and foundations to help them realize their goals. Our current client base represents more than $185 million in assets under management with individual portfolios ranging from $500, 000 to $10 million and up. A fee-only firm since our inception, we use individual securities rather than mutual funds to tailor a portfolio to a client's specific objectives, reduce expenses and improve tax efficiency. So whether your vision includes a legacy for the next generation, a financially secure retirement, the growth a corporation or a foundation's continued bequests, Legacy Capital Partners knows that by lending an ear, providing sound financial advice, and truly partnering with our clients, we're able to serve you best. Legacy Capital Partners is located in Milwaukee and serves clients throughout the Upper Midwest. Our team includes: