Wealth Managers & Financial Planning
Wealth Offers Opportunity. We Offer Choices.
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
- Date: October 17, 2024
Easy money!!! Is it energizing the markets?
- Date: August 14, 2024
Have the mighty fallen???
- Date: May 30, 2024
Artificial Intelligence
Richard Baer
Co-Founder & CEO
Brent Bunger
Co-Founder & President
Andy Baugh
CFO & Principle
Kim Lawson
Chief Operating Officer
Sean Buxton
Senior Wealth Management
Anita Jiang
Insurance LeadOur 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.
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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.