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, Legacy TCP Advisory Services.
News
News From The World Of Money
Safe and Smart Money: How and Why to Employ Diversification Models and Dynmaic Risk Management Programs
In a world where financial markets seem to shift overnight, building a stable investment strategy can feel almost impossible. One moment interest rates are changing, the next a new technology is disrupting entire industries, and global events can influence markets in...
Who Are the Key Players in Your Will—and What Makes Someone the Right Choice?
Choosing individuals to be key players in your will is one of the most personal—and important—parts of estate planning. Here’s a clear breakdown of the roles and the characteristics you should look for when deciding whom to appoint. Executor What they do: The Executor...
Why You Should Consider Long-Term Care Coverage
What would happen if you needed help with daily activities or ongoing care? Do you want to stay in your own home, or move somewhere that offers support? Research shows that 84% of people prefer to receive care at home — surrounded by familiar faces and comfortable...
This commentary reflects the personal opinions, viewpoints and analyses of the Legacy Trust & Capital Partners employees providing such comments, and should not be regarded as a description of advisory services provided by Legacy Trust & Capital Partners or performance returns of any Legacy Trust & Capital Partners client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Legacy Trust & Capital Partners manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.