We all strive for wealth and success. But if you’re there, you know that your cup can also overflow with an abundance of difficult decisions.
*Please Note: Limitations. The scope of any wealth planning and consulting 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. Please Also Note: Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by Tanglewood Legacy Advisors, LLC) or any planning or consulting services, will be profitable, equal any historical performance level(s), or prove successful.
“We work with families and successful business owners who aspire to be good stewards of their wealth, for themselves and those they care about. They are in the fortunate position to be able to delegate the concerns that come with affluence and want a thinking partner, so they no longer have to make financial decisions on their own.”
Coordinating and handling financial matters on your behalf – planning at the intersection of your life and wealth.
Driven by Stewardship, Built on Experience.