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  • 1095 Evergreen Circle
  • Suite 200-474
  • The Woodlands,   TX   77380
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LEGACY CHIEF FINANCIAL OFFICE

Clear & Unbiased Advice Designed To Help You Get The Most Out Of Life

Legacy Chief Financial Office is a fee-only, wealth management firm serving clients in the greater Houston and Beaumont areas. Legacy CFO addresses the need for a holistic approach to wealth management, that is proactive, fairly priced, and results driven. This process is achieved through our effort to operate as our client’s personal CFO, while recognizing the client is the CEO. Legacy Chief Financial Office has the experience and resources needed to manage the financial affairs of our clients, as well as design creative wealth management solutions.

WHAT WE DO:

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.
Relationship Management: Managing your financial affairs to ensure you have a team of skilled professionals coordinated and working toward your financial goals.

At Legacy CFO, we understand that to provide the level of service we set out to offer, we cannot be something to everyone. Therefore, we set out to specialize and focus in three main areas:

• Exxon Mobil employees and retirees

• Small Business Owners
-Complexities with business to personal crossover
-Unique tax treatment/opportunities

• Corporate employees with complexity in their compensation structure
-Uneven income flows
-Stock option compensation
-Pension benefits

Legacy CFO operates as a fee-only fiduciary, meaning we are legally bound to the highest duty of care by keeping our client’s interests ahead of our own, fostering trust and confidence critical to a successful partnership. We are not paid commissions based off our recommendations, meaning there is no hidden agenda or incentive for us to recommend something that is not in our client’s best interest. Operating in this way helps clients rest assured the recommendations being provided are in their best interest.

As a CPA and CFP® Professional, Cameron Capriotti can engage his clients deeply and offer a personalized plan and high level of service that generates tangible results in his clients’ lives.

Interested in learning more about Legacy CFO and how we can help you achieve your financial goals? Contact us today!
LEGACY CHIEF FINANCIAL OFFICE

Clear & Unbiased Advice Designed To Help You Get The Most Out Of Life

Legacy Chief Financial Office is a fee-only, wealth management firm serving clients in the greater Houston and Beaumont areas. Legacy CFO addresses the need for a holistic approach to wealth management, that is proactive, fairly priced, and results driven. This process is achieved through our effort to operate as our client’s personal CFO, while recognizing the client is the CEO. Legacy Chief Financial Office has the experience and resources needed to manage the financial affairs of our clients, as well as design creative wealth management solutions.

WHAT WE DO:

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.
Relationship Management: Managing your financial affairs to ensure you have a team of skilled professionals coordinated and working toward your financial goals.

At Legacy CFO, we understand that to provide the level of service we set out to offer, we cannot be something to everyone. Therefore, we set out to specialize and focus in three main areas:

• Exxon Mobil employees and retirees

• Small Business Owners
-Complexities with business to personal crossover
-Unique tax treatment/opportunities

• Corporate employees with complexity in their compensation structure
-Uneven income flows
-Stock option compensation
-Pension benefits

Legacy CFO operates as a fee-only fiduciary, meaning we are legally bound to the highest duty of care by keeping our client’s interests ahead of our own, fostering trust and confidence critical to a successful partnership. We are not paid commissions based off our recommendations, meaning there is no hidden agenda or incentive for us to recommend something that is not in our client’s best interest. Operating in this way helps clients rest assured the recommendations being provided are in their best interest.

As a CPA and CFP® Professional, Cameron Capriotti can engage his clients deeply and offer a personalized plan and high level of service that generates tangible results in his clients’ lives.

Interested in learning more about Legacy CFO and how we can help you achieve your financial goals? Contact us today!
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