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.
Objective of the Website
The objective of our website is to clearly communicate the extensive range of services offered by Legacy Trust & Capital Partners. Our goal is to educate current and prospective clients about how we place our extremely valuable customers at the center of a holistic financial planning experience. 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.
Reason for Initiating the Website
We initiated this website to enhance our marketing efforts and attract qualified leads who are interested in a fully integrated, long-term financial partnership. Our aim is to connect with business owners, high net worth individuals and families, nonprofit organizations, and investors seeking a comprehensive suite of financial services. Through this platform, we strive to demonstrate the unmatched depth, breadth, and quality of our offerings and how we can help clients organize, assess, and achieve their financial goals with minimal risk and maximum efficiency.
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
Managing Member
Marc Blatt is the visionary president of Legacy Trust & Capital Partners, bringing over 20 years of experience in financial planning and asset 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.
News
News From The World Of Money
Why Estate Planning is Essential for Everyone
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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As we enter the new tax year, it's crucial to stay informed about significant tax changes that may impact your financial planning. Here are some important tax updates for 2024: Increased Standard Deduction: The standard deduction has been increased for all filing...
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...