It's all in our name - serving as your personal CFO in order to help you and your family create a legacy centered around values, principles, and financial well-being for future generations. This is why we take the time to understand what brings fulfillment to your life, whether that be providing for your family, supporting philanthropical causes, or finding the balance between vocation and vacation.
Legacy CFO is here 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. Therefore, we offer flexible, creative solutions that are customized to your individual needs and goals.
Legacy CFO is here 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. Therefore, we offer flexible, creative solutions that are customized to your individual needs and goals.
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Cameron Capriotti graduated with honors from the Mays School of Business at Texas A&M University with a BBA in Accounting and a Master of Science in Finance. His path of client service began at KPMG and was furthered through his experience in Houston's oil and gas industry. After this period, Cameron found his true calling as a Wealth Advisor at a boutique firm in The Woodlands, Texas.
Wealth Management that proactively provides clear direction throughout life's various financial stages. This process is achieved through our effort to operate as your personal CFO, while recognizing you are 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.
The information on this site is provided "AS IS" and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Legacy Chief Financial Office, LLC (referred to as "Legacy CFO") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose.
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