Welcome to Legacy Resources

Since 1996, Legacy Resources has been assisting estate owners in charting their course to the future. All of our clients have advisors when we meet them.  We are hired because we address issues and opportunities others do not.  Having served over 100 families across the country and offshore, we bring a level of experience which is uncommon.

Picture1.png

How we Help

Each of us is unique and blessed or perhaps, burdened with a past. Some of our clients simply want to build on the firm foundation that is already there.  Others may need to start a new conversation in the family. We exist to maximize the meaning and impact of Family Wealth in ways practical, educational, peer-driven, and social. Investing in the Next Generation can be taken to a high art.  We invite you to learn more about the best practices in this regard. Some of our clients are focused on effecting change in the world. It has become their reason for rising in the morning.  We meet you where you are and help you chart a course to the destination and for the purposes that matter most to you.

Note: Investment advisory products are offered through Legacy Resources NC, LLC, a North Carolina state Registered Investment Advisor. Legacy Resources NC, LLC is registered to provide investment advisory services in North Carolina. The information included herein should not be considered a solicitation nor an offer to sell products or services in any state besides those in which Legacy Resources NC, LLC is properly registered/licensed. The content of this website is for informational and educational purposes only and is not intended as investment advice or a recommendation to buy or sell any security. Investment advice and recommendations can be provided only after careful consideration of an investor’s objectives, guidelines, and restrictions.

Broker Check information:https://brokercheck.finra.org/individual/summary/871710

Copyright (c) 2024 Legacy Resources NC, LLC