Tanglewood Legacy Advisors, LLC

General Information

Company Name

Founded Year

2003

Location (Offices)

Houston, United States +1

Founders / Decision Makers

Number of Employees

Industries

Financial Services, Wealth Management

Funding Stage

Social Media

Tanglewood Legacy Advisors, LLC - Company Profile

Tanglewood Legacy Advisors, LLC is a Private Wealth Advisory Firm established in 2003, with the slogan “Building and Preserving Legacies for Private Business Owners and Family Stewards”. The company specializes in developing Wealth Planning and Investment Management strategies for entrepreneurs, corporate executives, and family stewards. Boasting more than 120 years of wealth planning experience, Tanglewood has established intimate relationships with a limited number of families, demonstrating a commitment to building enduring relationships that extend to future generations. The firm's primary focus is on understanding and serving the needs, aspirations, and dreams of its clients. Operating as a Registered Investment Advisor, Tanglewood Legacy Advisors, LLC operates within the Financial Services and Wealth Management industries. With a rich history and a client-centered approach, the firm stands as a compelling option for those seeking comprehensive wealth planning and investment management services.

Taxonomy: Private Wealth Advisory, Wealth Planning, Investment Management, Entrepreneurial Services, Family Stewardship, Family Office, Legacy Planning, Financial Advisory, Wealth Preservation, Intergenerational Wealth Transfer, Exit Planning, Registered Investment Advisor, Family CFO, Investment Consulting, Multi-generational Wealth Management