Wealth And Legacy Group

Finance · 1-10 Employees

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Overview

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Wealth And Legacy Group

Wealth & Legacy Group is dedicated to serving families who aspire to transition from success to significance through generational wealth planning. They guide successful entrepreneurs, industry leaders, and generational families in fulfilling their wealth and legacy visions. Founded by Chad and Danielle Reyes, the firm emphasizes personalized service and a holistic approach to wealth management, focusing on tax efficiency and family-oriented solutions. With a commitment to preparing future generations, the company aims to preserve wealth and values, ensuring a lasting legacy rooted in love and care.Explore more
Wealth And Legacy Group's Social MediaPopular SearchesWealth And Legacy GroupSIC Code 62,628NAICS Code 52,523Show more

Wealth And Legacy Group Org Chart

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Co-Founder & Chief Revenue Officer

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RD

Senior Relationship Advisor

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Activity Insights

Wealth And Legacy Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wealth And Legacy Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth And Legacy Group.

Wealth And Legacy Group Tech Stack

A closer look at the technologies used by Wealth And Legacy Group

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Frequently Asked Questions Regarding Wealth And Legacy Group

What is Wealth And Legacy Group's official website?
Wealth And Legacy Group's official website is www.wlgprivateclient.com
What is Wealth And Legacy Group's Revenue?
Wealth And Legacy Group's revenue is <$5 Million
What is Wealth And Legacy Group's SIC code?
Wealth And Legacy Group's SIC: 62,628
What is Wealth And Legacy Group's NAICS code?
Wealth And Legacy Group's NAICS: 52,523
How many employees does Wealth And Legacy Group have?
Wealth And Legacy Group has 1-10 employees
What industry does Wealth And Legacy Group belong to?
Wealth And Legacy Group is in the industry of: Finance, Securities Trading
What technology does Wealth And Legacy Group use?
Some of the popular technologies that Wealth And Legacy Group uses are: Sentry, Barracuda Networks, Microsoft 365, GoDaddy DNS
What does Wealth And Legacy Group do?

Wealth & Legacy Group is dedicated to serving families who aspire to transition from success to significance through generational wealth planning. They guide successful entrepreneurs, industry leaders, and generational families in fulfilling their wealth and legacy visions. Founded by Chad and Danielle Reyes, the firm emphasizes personalized servic... e and a holistic approach to wealth management, focusing on tax efficiency and family-oriented solutions. With a commitment to preparing future generations, the company aims to preserve wealth and values, ensuring a lasting legacy rooted in love and care.Read More

What are Wealth And Legacy Group social media links?
Wealth And Legacy Group Linkedin page
Is Wealth And Legacy Group a public company?
Wealth And Legacy Group is private company therefore does not currently have an official ticker symbol
See more information about Wealth And Legacy Group

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