*Please Note: Limitations. The scope of the services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Tanglewood Legacy Advisors, LLC does not serve as an attorney, accountant, or insurance agent. Tanglewood Legacy Advisors, LLC does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, one of Tanglewood Legacy Advisors, LLC’s representatives, in their separate licensed individual capacities, can be engaged to provide insurance sales/services per the terms and conditions of a separate engagement and fee.
“Even after founding several companies, some of the best lessons I’ve learned have been from business owners who have generously shared their stories of success and struggle, and allowed me to offer insights and guidance based on my experiences.”
Coordinating and handling financial matters on your behalf – planning at the intersection of your life, business, and wealth.
Driven by Stewardship, Built on Experience.
