Wealth Offers Opportunity, We Offer Choices

Does your financial plan and retirement strategy support the SafeBase you need for your lifestyle?

retired couple
grandparent with grandson

Wealth Managers & Financial Planning

Wealth Offers Opportunity. We Offer Choices.

Does your financial plan and retirement strategy support the SafeBase® you need for your lifestyle?

In the business of managing one's personal finances, we view our client as the CEO, and ourselves the CFO.

About Legacy Capital Group

Legacy Capital Group California is a wealth advisory firm in Los Gatos, CA. Our wealth managers specialize in investment planning, tax planning*, estate planning, retirement planning, insurance and risk management, and charitable gifting. As professionals in understanding the needs of high net worth individuals, small business owners and emerging wealth professionals, we are committed to offering guidance to our clients to help achieve their financial goals.

Our Services

Our primary job is developing a sound plan that is tailored to help satisfy each client’s personal goals and objectives.

Don’t hesitate, contact us to assist with a better future life.

Legacy Presents

Richard Baer

Richard Baer

Co-Founder & CEO
Brent Bunger

Brent Bunger

Co-Founder & President
Andy Baugh

Andy Baugh

CFO & Principle
Kim Lawson

Kim Lawson

Chief Operating Officer
Sean Buxton

Sean Buxton

Senior Wealth Management
Amy Cono

Amy Cono

Planning Associates Lead

Our Team

Legacy Capital Group California understands that a company is only as good as its employees. To that extent, LCGC is continually searching for the best-qualified candidates to fill open positions.

Contact Us

If you are interested in with working with a wealth manager in creating a financial plan and defining your legacy, let’s chat. Fill out this form to set up a free consultation.

Looking to lease an office space? Fill out this form and we will send you the latest details about our building and our available spaces, located next to downtown Los Gatos.

If you would like to view our privacy policy, click here

Leave this field blank

Address:

459 Monterey Avenue, Suite 100, Los Gatos, CA 95030

Phone:

(408) 399-6330

Email:

info@lcgca.com

Disclosures and Notices

Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Legacy Capital Group, an investment advisor registered with the SEC. Lion Street Financial and Legacy Capital Group are not affiliated. None of these entities provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact info@lcgca.com.

All opinions expressed in this article are for general informational purposes and constitute the judgment of the author(s) as of the date of the article. The material has been gathered from sources believed to be reliable, however Legacy Capital Group California, Inc. cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Advisory services are only offered to clients or prospective clients where Legacy Capital Group California, Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Legacy Capital Group California, Inc. unless a client service agreement is in place.