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OUR TEAM WEALTH PLANNING INVESTMENT MANAGEMENT EXIT PLANNING MEDIA LIBRARY CONTACT US
TANGLEWOODS LEGACY ADVISORS


THE FAMILY CFO

We all strive for wealth and success. But if you’re there, you know that your cup can also overflow with an abundance of tough decisions, often-overwhelming challenges and confusing choices – especially when other family members are involved.

That’s why entrepreneurs, executives and private business owners turn to Tanglewood Legacy Advisors as their Family CFO. We coordinate, navigate and synchronize the complex web of tax, legal, investment, asset preservation and philanthropic issues that successful families often face.

Tanglewood Legacy Advisors untangles the web. We share your focus: Creating security and confidence for generations.

WEALTH PLANNING INVESTMENT MANAGEMENT EXIT PLANNING
OUR TEAM WEALTH PLANNING INVESTMENT MANAGEMENT EXIT PLANNING MEDIA LIBRARY CONTACT US
Securities offered through LPL Financial, Member FINRA www.finra.org. Member of Securities Investor Protection Corporation (SIPC) www.sipc.org.
The registered representatives of LPL Financial that are associated with this site are registered to discuss and transact securities business in the
following states: FL, GA, MN, NC, NY, OH, OK, SC, TX, CA, IL, and UT

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Tanglewood Financial Advisors One Riverway
Ste. 1550
Houston, TX 77056
713-599-4999
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