LEGACY ONE FINANCIAL ADVISORS IS EXCITED about its strategic PARTNERSHIP WITH USCA RIA, LLC.

please note, GOING FORWARD, LEGACY ONE WILL BE NAMEd U.S. CAPITAL WEALTH ADVISORS, LLC.

U.S. Capital Advisors and Legacy One Financial Advisors Merge Forces to Create One of the Largest Independent Wealth RIAs in Texas, Focused on Empowering Others

YOUR FAMILY. YOUR PLAN.

Our Approach…

To apply thoughtfulness, compassion, empathy and expertise for each family, each plan, each discussion. 

Whether you are just starting out or already appreciate the need to carefully manage your financial life, we can help you achieve your goals. It’s a matter of focusing on the long term, while applying measured and consistent discipline. 

LEGACY ONE FINANCIAL ADVISORS

WEALTH MANAGEMENT SERVICES

 

Legacy One offers unique wealth management services to families and individuals looking to take control of their financial future.

Creating and managing wealth is personal, It’s about you, your current stage of life, and how to best meet your long-term needs. Whatever your situation, our advisors are well prepared to help you get to and through retirement, and to help you leave a lasting legacy.

We take our fiduciary responsibility to you very seriously, which means we are committed to what is in your best interest. That’s also why we chose to be “fee only” advisors. We are transparent about our fees, so you can be assured that any actions we take are for your benefit.

Wealth management can come with emotional turbulence if one is not prepared. Our advisors have the expertise to develop a diversified financial plan that is risk-adjusted, tax efficient, and designed to meet your unique needs. Building an ongoing relationship with you is integral to all that we do. We invite you to meet with us, so we can get to know you and discuss how we can help you accomplish not only your goals, but also your dreams. 

Please contact us today to schedule a meeting. We hope to see you soon!

HOW WE SERVE CLIENTS

Each client is unique, and we specialize in tailoring our advice to not only fit your current situation, but also provide a foundation for future growth. No matter where you are in your financial journey, we endeavor to take you to the next level.

Our advisors work closely with you to understand your specific needs and goals in order to craft a plan, and then design an investment strategy to help you achieve it. Of course, we also help with retirement planning, estate planning, risk management (insurance), cash flow/money management, college planning and more.

Meeting Goals

Individuals and families with different levels of resources and financial asset complexities require different investment solutions. But we all have multiple goals and priorities - and we all have a limit to how much risk we can take.

Our initial objective is to help you identify, quantify and prioritize your most critical goals - the ones you really cannot afford to miss. We want to take care of these goals in a fashion that minimizes the potential for you to get knocked off track by episodes of extreme market risk and helps avoid the emotional reactions that often follow. For some people, depending on their financial resources and goals, this may represent their entire portfolio.

For other clients, there may be excess capital available to deploy after the priority goals are funded.  Custom portfolio solutions are introduced and sequenced for these clients as appropriate.

Whether you need to keep earning to meet long-term goals, or you ‘have enough’ and want to be more opportunistic in your investment approach, selecting a trusted partner for investment advice is an important decision. Our team has the expertise to help you navigate the challenging investment environment. We are committed to providing the right resources, cost-effectively, so you can achieve your objectives.

FINANCIAL PLANNING

INSIGHTS & EDUCATION

At Legacy One, our goal is to build a trusted relationship with you as we help you meet your needs and achieve your goals.

In the spirit of communication and transparency, we have designed this resource center for educational purposes. We hope this helps to simplify financial conversations, which sometimes tend to be overly complicated. We hope that by sharing and discussing information we can better serve you in a collaborative manner to make informed decisions.

We encourage regular communication around the important life events you experience and best practices for managing those from a financial perspective. Whether you are just starting a savings plan, paying down debt, saving for the future, handling a liquidity event, starting a business, nearing retirement or establishing your legacy, we want to discuss and share ideas for how we can help.

Please reach out to discuss any of this information and let us know of any questions.

CLIENT PORTAL

Click below to access your accounts:

MEET WITH US

Whether it’s the first time you are looking for a financial advisor or you want a second opinion on what you are already doing, please give us a call.
It could be the start of a wonderful relationship!

Legacy One Financial Advisors

Name

Email

Phone

Message

Send

JOIN OUR TEAM

At Legacy One Financial Advisors, our team enjoys a shared mission. We believe that with passion and perseverance, every individual can achieve their goals. We invest time, talent and resources in individual advancement which we believe is a benefit for each employee, our clients and our collective team.

We aim to provide competitive compensation and benefits and a fulfilling work-life balance because it is our deeply held belief that organizations where team members are happy and fully engaged are ultimately more profitable and enjoyable places to work. 

At Legacy One, you can look forward to your job every day, enjoy the people around you, and delight in the journey. If you strive to help others, have high ethical standards, intellectual curiosity and self-initiative, please reach out to us about a career opportunity today.

Legacy One Financial Advisors is an Equal Employment Opportunity Employer and does not discriminate on the basis of race, color, religion, sexual orientation, national origin, veteran state, age or disability in employment of the provision of services.