Firm Overview


Thank you... to our clients and friends.  Your business has enabled us to consistently be recognized as among the most accomplished in the nation in our profession - We appreciate your trust and the opportunity to serve you.






In today's environment, perhaps more than ever, entrepreneurs and families need tax efficient and effective strategies to accumulate and preserve wealth. Creating financial stability is vital to creating an empowering values-based legacy that reflects who they are and what they believe in.

LEGACYpcs focuses on planning and funding strategies associated with:

  • Tax-Advantaged Wealth Accumulation and Distribution
  • Financial Stability / Retirement Income Planning
  • Wealth Preservation and Business Succession Planning
  • Tax-Free Inheritance Planning
  • Family-Directed Private Philanthropy
  • Multiple Generation Legacy Planning

We specialize in designing macro plans and providing financial solutions to high net worth individuals, executives and entrepreneurs.  Our goal is to both inspire and help our clients to optimize the use and distribution of their total wealth resources – according to their core personal values.

Our history and experience provide valuable perspective and is the core of our competitive advantages from which our clients benefit.  When combined with our resources we are able to offer advantages unique to the financial and planning world. 

Neither LEGACYpcs nor Eagle Strategies LLC provides legal, tax or accounting advice.  Please contact your own legal, tax or accounting professional before making any decisions.  LEGACYpcs is not owned or operated by Eagle Strategies LLC or it's affiliates.