Also known as legacy capital group california
Legacy Capital Group California is a wealth advisory firm in Los Gatos, California, founded in 1992, with reported assets under management of about $273 million. It serves high net worth individuals, small business owners and emerging wealth clients. Its services include investment planning, tax planning, estate planning, retirement planning, insurance and risk management, and charitable gifting. The firm describes its client as the CEO and itself as the CFO, and it uses a retirement planning framework it calls SafeBase.
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Legacy Capital Group California is a wealth manager based in Los Gatos, United States, managing approximately $273M in assets.
Legacy Capital Group California is headquartered in Los Gatos, United States.
Legacy Capital Group California manages approximately $273M in assets under management.
Legacy Capital Group California was founded in 1992.
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