LEGACYPCS.NET

At Legacy Private Client Services, we invite you to dream bigger. Our Private Clients share common interests; they want to make an impact on their family and in their community, and we share the belief that when you have been blessed with abundance that, you desire to steward those resources wisely. Our mission is to help you realize that with the right vision and insight, you can accomplish far more than you ever thought possible... Our experience shows that most high-net-worth families have long-standing advisory relationships, along with good tactical elements in their planning; however, traditional planning is usually fragmented and yields overall results that are often sub-optimal due to inefficiencies. Conversely, when awareness is heightened through holistic planning, we find that many families have the ability to do so much more without threatening their financial independence or their intended family legacy... Over thirty years interfacing with some of the nation's most..

Primary location: New Bern United States