Tanglewood Legacy Advisors, LLC is a Private Wealth Advisory Firm that develops Wealth Planning and Investment Management strategies for entrepreneurs, corporate executives, and family stewards.
Established in 2003, and utilizing more than 75 years of wealth planning experience, the firm's team has intimate relationships with a limited number of families, and is dedicated to building relationships that will extend to future generations.
The firm's focus is to understand and serve the needs, aspirations and the dreams of its clients.
"In the end, it's not the size of the bank account that matters but the love and relationships that one achieves in life."
- John Montgomery,
Founder and CEO,
Bridgeway
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org
Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure please visit 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, TN, TX
