Legacy Wealth Management

At Legacy CFO, we believe that everyone deserves to live a life that is centered around their values, principles, and financial well-being. As a fee-only wealth management firm, we take pride in serving as your personal CFO, providing clear and unbiased advice to help you achieve your financial goals. Our team of experienced professionals, led by Cameron Capriotti, CPA, CFP, and Lynn Williams, Operations Specialist, is dedicated to understanding what brings fulfillment to your life and creating a customized financial plan that aligns with your unique needs and goals.

Our Mission

Our mission is to provide peace of mind, allowing you to focus on what matters most in your life. We believe that no two clients travel the same life path, and therefore, we offer flexible, creative solutions that are tailored to your individual needs and goals. As a fiduciary, we are legally bound to the highest duty of care, keeping our clients' interests ahead of our own, fostering trust and confidence critical to a successful partnership.

Our Services

We offer a comprehensive range of services designed to help you achieve your financial goals. Our wealth management services include:

• Financial Planning: Comprehensive planning designed to help you reach your goals and get the most out of life.
• Asset Management: Protect, grow, and monitor your accumulated assets through our portfolio placement strategies, tax loss harvesting, and portfolio drift management.

Our financial planning services include:

• Pension Optimization
• Tax Planning
• Cash Flow Planning
• Retirement Planning
• Estate Planning
• Charitable Giving Strategies
• Education Planning
• S.S. Timing Strategies
• Roth Conversion Analysis
• Risk Management/Insurance

OurPromise

At Legacy CFO, we promise to provide you with a personalized and professional approach to wealth management. We take the time to understand what matters most to you and create a customized financial plan that aligns with your goals and values. We are committed to providing clear and unbiased advice, and we operate as a fiduciary, ensuring that our clients' interests are always our top priority.