Our Mission
At Legacy Trust & Capital Partners, our mission is to provide comprehensive and integrated financial services that empower our clients to achieve their financial goals with confidence and peace of mind. We are dedicated to delivering exceptional service, personalized solutions, and unwavering commitment to our clients’ success. By coordinating all of our services in concert, we create a streamlined and effective approach that allows us to achieve superior results for our clients.
Our Approach
At Legacy Trust & Capital Partners, we believe that the key to effective financial management lies in the seamless coordination of all our services. Our approach integrates financial planning, asset management, estate planning, insurance, tax preparation, and business law into a cohesive strategy tailored to each client’s unique needs.
Coordinating Services for a Streamlined Client Experience
Our team of seasoned professionals works collaboratively to ensure that every aspect of your financial life is meticulously managed and aligned with your goals. By synchronizing these services, we create a streamlined client experience that eliminates the complexities and inefficiencies often associated with managing multiple financial providers. This holistic coordination allows us to provide comprehensive and consistent advice, helping you navigate your financial journey with confidence and clarity. At Legacy, we are dedicated to delivering an exceptional client experience where every service works in concert to protect and grow your wealth efficiently and effectively.
Our Approach
At Legacy Trust & Capital Partners, we believe that the key to effective financial management lies in the seamless coordination of all our services. Our approach integrates financial planning, asset management, estate planning, insurance, tax preparation, and business law into a cohesive strategy tailored to each client’s unique needs.
Coordinating Services for a Streamlined Client Experience
Our team of seasoned professionals works collaboratively to ensure that every aspect of your financial life is meticulously managed and aligned with your goals. By synchronizing these services, we create a streamlined client experience that eliminates the complexities and inefficiencies often associated with managing multiple financial providers. This holistic coordination allows us to provide comprehensive and consistent advice, helping you navigate your financial journey with confidence and clarity. At Legacy, we are dedicated to delivering an exceptional client experience where every service works in concert to protect and grow your wealth efficiently and effectively.
Team
Our Team Members
Marc Blatt
Principal | Managing Member
Marc Blatt is the visionary president of Legacy Trust & Capital Partners, bringing over 20 years of experience in financial and risk management. With a passion for helping clients achieve their financial goals, Marc leads the firm with a commitment to excellence and personalized service. His expertise in holistic financial strategies and dedication to client success make him a trusted advisor and leader in the industry.
Amy R. Gould, Esq.
Principal | Member
Amy is a seasoned attorney with over two decades of experience in wealth transfer planning; drafting wills and trusts; gift, estate, income, and generation-skipping transfer tax planning; charitable gift planning; business succession planning; and probate proceedings and estate administration.
Mohamed Dweidar
Principal | Member
Mohamed Dweidar is a seasoned entrepreneur whose extensive experience across various industries fortifies his capacity to help other business owners create and scale profitable businesses. With a keen business acumen and a specialty in wealth and tax strategy, he leads a global team of CPAs and Certified Accountants.
Robert R. Buonanno, AIF®
Principal | Member
Robert Buonanno is a Founding Member and Principal of Legacy Trust & Capital Partners. Rob brings 25 years of financial market experience as the head of the Portfolio Management, Financial Planning and Retirement Planning Division of Legacy by way of his Registered Investment Advisor, Genesis Financial Group, LLC.
News
News From The World Of Money
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Estate planning is often misunderstood as something only the wealthy need to worry about. However, it is essential for everyone, regardless of their financial situation. Here's why: Protect Your Assets: Estate planning ensures that your assets are distributed...
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Top 3 Investment Strategies for 2024
As we move into 2024, it's essential to consider new investment strategies that can help you maximize returns and manage risk. Here are three top investment strategies to consider this year: Diversify Your Portfolio: Diversification remains a cornerstone of successful...