Legacy Capital Wealth
North Oaks, Minnesota
About Legacy Capital Wealth
Legacy Capital Wealth is a trusted financial advisory firm based in North Oaks, MN, dedicated to helping clients achieve their financial goals through personalized, comprehensive investment services. Their expert team specializes in wealth management, risk management, and legacy planning, ensuring clients can effectively build and preserve their assets for future generations. Additionally, they provide strategic tax planning to optimize outcomes and minimize tax burdens. The firm offers a holistic approach that extends beyond traditional advising. By providing value-added services such as cash management solutions for liquidity and philanthropy guidance for charitable giving, they address every facet of financial well-being.
Business Hours
| Sunday | Closed |
|---|---|
| Monday | 08:00am – 05:00pm |
| Tuesday | 08:00am – 05:00pm |
| Wednesday | 08:00am – 05:00pm |
| Thursday | 08:00am – 05:00pm |
| Friday | 08:00am – 05:00pm |
| Saturday | Closed |