We are Tanglewood Legacy Advisors, a wealth advisory firm that serves as your Family CFO, seeking to provide you with strategic direction, implementation, and peace of mind for all your financial decisions.
As your Family CFO we strive to develop strategies that are focused on accomplishing your goals and wishes by identifying opportunities for growth and anticipating consequences of action and inaction so you can focus your attention on what is most important to you.
We seek to accomplish this by using The Tanglewood Infinity Model , a unique five-stage process designed to drive meaningful impact on the lives and wealth of those we serve.
We are a boutique advisory firm that serves as a Family CFO for successful families and private business owners. We are problem solvers and thinking partners where money and life intersect, seeking to provide you with peace of mind about your future.
We strive to do this by utilizing our unique five-stage model that seeks to drive meaningful impact on the lives and wealth of those we serve, helping to allow them to focus their attention on the things that are most important to them.
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At this stage in our model, we anticipate all the “What If’s”, systematically track progress against your goals and monitor your strategies, making adjustments as your life and personal economy change. You get to focus on what you do best and not worry that your wealth is being left unattended. We do the worrying on your behalf.
