Securities offered through Linsco Private Ledger.  

MEMBER OF NASD/SIPC


Tanglewood Legacy Advisors, LLC is a Private Wealth Advisory Firm that develops Wealth Planning and Investment Management strategies for business owners, corporate executives, entrepreneurs, and their families.

Established in 2003, and utilizing more than 70 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