Broker Check

The Wealthshield partnerS'
cLIENT EXPERIENCE


OUR STORY


WealthShield Partners was founded in Cary, NC in 2013 out of the belief in the importance of the advisor's role as a fiduciary and the desire to better serve our clients. 


We work with high-net-worth investors seeking customized financial solutions that go beyond conventional approaches. 

Our comprehensive wealth management strategy allows us to be a one-stop-shop for our clients, offering holistic wealth planning services.  


As a Registered Investment Advisory (RIA) firm, our client-centric focus is the foundation of our service model. Our independent status enables us to serve as true fiduciaries to our clients, providing investment recommendations aligning with their financial goals and risk tolerance, rather than being driven by commissions or sales quotas. 


Robert Leggett
Meet the WealthShield Partners Team Robert's headshot
Robert Leggett, CFA®, CFP®, JD
Managing Partner

Serving as a Wealth Manager for over 25 years, Robert Leggett is a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and the Managing Partner of WealthShield Partners, LLC®.

Robert firmly believes in the significance of proper asset allocation and risk management strategies, viewing them as essential elements that add value and contribute to the long-term performance of portfolios.

Robert enjoys staying attuned with market dynamics and global shifts that may influence the investment landscape. He continuously adapts his strategies to enable clients to prioritize what matters most to them.

Robert served as the First Vice President of UBS in Raleigh, Vice President of Merrill Lynch in Cary, and held the position of President/CEO of Leggett Stores in Danville. His journey began as an attorney at the regional law firm of Mays & Valentine.

Robert graduated summa cum laude with a Bachelor of Science degree in Business Administration (accounting concentration) from Emory University. Additionally, he earned his Juris Doctor from the T.C. Williams School of Law at the University of Richmond.

Our Services
OUR SERVICES
We believe that personalization is critical to cater to the diverse sources of wealth, complex tax situations, and varied investment preferences of the high-net-worth families we serve. Through our multi-faceted service model, we consider these factors so we may ensure our strategies reflect the individuality of each investor and stay aligned with their evolving financial landscape.
Investment Management

INVESTMENT MANAGEMENT

  • Portfolio Construction
  • Risk Management Strategies
  • Periodic Reviews & Monitoring
Financial Planning

FINANCIAL PLANNING

  • Comprehensive Financial Guidance
  • Holistic Wealth Management
  • Spending Analysis
Estate Planning

ESTATE PLANNING

  • Wealth Succession Strategy
  • Inheritance Planning
  • Generational Wealth Management
Tax Management

TAX MANAGEMENT

  • Strategic Tax Planning
  • Tax Optimization
  • Tax Efficiency Strategies
Retirement Planning

RETIREMENT PLANNING

  • Post-Employment Financial Strategy
  • Retirement Income Distributions
  • Charitable Gifting
Who We Serve

WHO WE SERVE

High-net-worth Individuals

High-net-worth individuals with substantial investable assets seeking comprehensive wealth management support.

Entrepreneurs & Business Owners

Entrepreneurs & business owners seeking assistance with the myriad of available exit strategies.

Forward Thinking Families

Forward-thinking families that desire to plan their financial legacy and infuse wealth into the next generation.

What sets us apart?

TOTAL FEE    TRANSPARENCY

We believe that trust begins with transparency, especially when it comes to fees. Our straightforward fee structure is designed to eliminate any hidden costs or surprises, which help you understand what you are paying for and reinforce the value that we provide.

THE INDEPENDENT ADVANTAGE

Independence means diverse investment options, expanded product access, and the elimination of conflicts of interest so we can work for the exclusive benefit of our clients.

CLIENT CENTRIC APPROACH

At the core of our philosophy is a steadfast dedication to your best interests. Every piece of advice and every investment decision is made with a singular goal in mind: to enhance and protect your wealth. Our high-touch service commitment is designed to ensure accessibility whenever you need assistance.

HIGHLY CUSTOMIZABLE INVESTMENT STRATEGIES

Recognizing the complexity and uniqueness of high-net-worth portfolios, we offer investment strategies that are customizable. Say goodbye to cookie-cutter solutions and embrace financial guidance crafted exclusively for you.

   LIFELONG      PARTNERSHIPS

We are committed to cultivating strong connections beyond service, placing an emphasis on the well-being and success of the families we serve. We consider ourselves not just service providers, but lifelong partners. With a dedicated focus on multi-generational family support, we stand by our clients through every stage of life, ensuring a legacy of financial well-being for generations to come.

Take the first step toward securing your financial future and discover how WealthShield Partners can profoundly influence your financial well-being. 

 


GET IN TOUCH

Schedule your complimentary introductory meeting by submitting the form below, and a dedicated member of our team will be in touch with you.

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Chartered Financial Analyst® (CFA®) are licensed by the CFA® Institute to use the CFA® mark. CFA® certification requirements: Hold a bachelor's degree from an accredited institution or have equivalent education or work experience, successful completion of all three exam levels of the CFA® Program, have 48 months of acceptable professional work experience in the investment decision-making process, fulfill society requirements, which vary by society. Unless you are upgrading from affiliate membership, all societies require two sponsor statements as part of each application; these are submitted online by your sponsors.

Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.