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OUR SERVICES

At Family Legacy Partners, our advisors offer a wide range of financial and investment services to address your financial needs.  We offer our clients personal financial strategies, investment advisory services, access to various investment products, business solutions and more.

Personal Financial Strategies

Personal Financial Strategies

  • Tax-aware investment strategies

  • Concentrated stock and stock option management

  • Retirement Services

  • Estate and Trust Services

  • Education Strategies

Investment Advisory Services

Investment Advisory Services

  • Managed equity and fixed income accounts

  • Managed mutual fund accounts

  • Proprietary investment portfolios

Investment Products

Investment Products

  • Equities

  • Exchange Traded Funds

  • Mutual Funds

  • Fixed Income Securities

  • Certificates of Deposit

  • Cash Equivalents

  • Options

  • Hedge Funds

  • Variable Annuities

Business Solutions

Business Solutions

  • Cash management

  • Defined benefit plans

  • Defined contribution plans

  • Deferred compensation plans

Other Services

  • Independent, conflict-free research, commentaries and market data

  • Web access to current news, data and financial/investment articles

  • Online account access

  • Comprehensive consolidated statements

  • Securities-based lending

  • Check writing

  • Visa Platinum Check Card / ATM

  • SIPC coverage

Securities Offered Through Bolton Global Capital, Inc. Member FINRA, SIPC 

Advisory Services Offered Through
Bolton Global Asset Management, a SEC Registered Investment Advisor

Family Legacy Partners, Inc., Bolton Global Capital and Bolton Securities are not affiliated with BNY Mellon or Pershing, LLC.

State securities laws require that your Financial Representative be registered in the state in which you live.  For this listing, please refer to the Broker Check Link provided.

 

Check the background of your financial professional or our broker-dealers and registered investment advisor on FINRA's BrokerCheck. ​Bolton Global Capital, Bolton Global Asset Management and their financial professionals do not provide tax services. Copyright Bolton Global Capital, LLC, a registered broker-dealer.  For more information, visit https://finra.org or https://sipc.org.  Copyright Bolton Securities Corporation, d/b/a Bolton Global Asset Management and other trade names, a federally registered investment advisor.

 

Click on the following LINK for copies of the firms’ Form ADV, Client Relationship Summary, Brokerage and Advisory Accounts Fee and Conflicts Disclosure and other important disclosure information.  

Family Legacy Partners, Inc. © 2023. All Rights Reserved.

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