Legacy Capital Group California jobs and careers

About Legacy Capital Group California

Legacy Capital Group California (LCGC) is a wealth advisory firm based in Los Gatos, California. Since 1992, our business has grown mainly through referrals, reflecting the trust and long-term relationships we build with every client. We see each client as an individual, and take the time to understand their goals so we can create personalized plans that fit their needs. We offer comprehensive financial guidance that includes investment, tax*, estate, and retirement planning, as well as insurance, risk management, and charitable giving strategies. Our team includes 3 financial advisors with more than 30 years of combined experience, supported by a staff of about ten professionals. We operate as a close-knit office with access to an extensive network of outside professionals, including attorneys, CPAs, and mortgage specialists. We believe financial planning should be clear so that our clients can enjoy their lifestyle and retirement with confidence. Our philosophy is simple: plan first, then invest by plan, instead of investing and hoping for the best. We serve a wide range of clients, including individuals seeking help with risk or tax management, business owners looking for ways to diversify income or plan for succession, and those approaching retirement who want to understand their financial readiness and long-term outlook. Legacy Capital Group California is an independent member firm of PartnersFinancial, a division of NFP Insurance Services, Inc., which is an affiliate of National Financial Partners Corp. Investment advisory services offered through Legacy Capital Group California, Inc., an investment adviser registered with the U.S. Securities and Exchange Commission. Securities offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Legacy Capital Group California is not affiliated with Integrity Wealth. Legacy Capital Group California and Integrity Wealth do not provide tax or legal advice.