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
Why You Need to Avoid Hidden Costs and Tax IN-efficiency
Most investors don’t truly know what their portfolio costs. They see a fee or an expense ratio and assume that’s the whole story. In reality, many costs are hidden - embedded fund expenses, trading friction, and overlapping fees that quietly reduce returns without...
New Year Essentials: Year-End Planning, Tax Preparation, and Timely Filing
As the year draws to a close, both individuals and businesses enter one of the most important periods of the financial cycle. For many taxpayers, year-end is a time to finalize records, review financials, and ensure that all tax responsibilities are met before IRS...
The Awesome Power and Leverage of Life Insurance
When most people think of life insurance, they think of one thing: basic protection. And yes—at its core, life insurance is designed to provide financial security for the people you love. But what many people don’t realize is just how powerful and versatile life...
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.