Broker Check

2500 Regency Parkway Cary, NC 27518

919-948-4452

Chartered Financial Analyst® & CERTIFIED FINANCIAL PLANNER™
Robert Leggett, CFA®, CFP®, JD

WE BELIEVE NO ONE STRATEGY FITS EVERYONE, WHICH IS WHY OUR INDEPENDENCE ENABLES US TO WORK EXCLUSIVELY ON BEHALF OF OUR CLIENTS.

Working With A Financial Professional

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
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From financial planning to goal execution to follow-up, our clients receive top-notch service and attention to all the considerable details. We strive to provide financial planning, intelligent investment advice, and sound tax management strategies to all of our clients.

From financial planning to goal execution to follow-up, our clients receive top-notch service and attention to all the considerable details. We strive to provide financial planning, intelligent investment advice, and sound tax management strategies to all of our clients.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Our Services

We believe our knowledge, experience, and passion for our client's well-being enables us to provide dependable, targeted solutions to our investors. We utilize our strategic relationships with attorneys, CPAs, and other industry specialists to ensure we are able to address the full scope of your financial needs.

ASSET MANAGEMENT

ASSET MANAGEMENT

We provide ongoing support to your portfolios as market changes occur to ensure that the asset classes selected are in continual alignment with your objectives.

RETIREMENT PLANNING

RETIREMENT PLANNING

We help you develop a reasonable retirement plan that accounts for fixed expenses, liquidity needs, and the timeline by which you are looking to achieve financial independence.

PORTFOLIO CONSTRUCTION

PORTFOLIO CONSTRUCTION

We create customized, disciplined portfolios that align with your risk tolerance, values, and financial objectives.

comprehensive TRUST SERVICES

comprehensive TRUST SERVICES

We consult with you on any revocable and/or irrevocable trusts that may factor into your allocation strategies and estate plans.

TAX & ESTATE PLANNING

TAX & ESTATE PLANNING

We work with you to develop tax-efficient portfolios that align with your estate plan so that you can sleep soundly knowing your beneficiaries have plans in place.

FINANCIAL PLANNING

FINANCIAL PLANNING

We work with you to develop tax-efficient portfolios that align with your estate plan so that you can sleep soundly knowing your beneficiaries have plans in place.

FOR MORE INFORMATION ABOUT OUR FIRM AND THE SERVICES WE OFFER, SEND US A QUICK EMAIL OR CALL THE OFFICE. WE WOULD WELCOME THE OPPORTUNITY TO SPEAK WITH YOU.
robert@wealthshieldpartners.com |  919-948-4452