Alexander Legacy Private Wealth Management is a black owned and women led full service investment firm that will help you and your family reach your financial goals, invigorate your philanthropic ambitions, and amplify your family’s legacy.
OUR VISION
To be a culturally diverse wealth management firm with a focus on amplifying our client’s legacy through philanthropy, impact, and purpose.
OUR MISSION
We want to help 100,000 families build, protect and transfer multi-generational wealth through legacy, philanthropy and impact.
OUR SERVICES
*Asset Management
*Financial Planning
*Risk Management
*Estate Planning
*Life Insurance
*Investment Education
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.
To visit website of FINRA and SIPC, please copy and paste http://www.finra.org/ and/or http://www.sipc.org/ into the web address box of your internet browser.
Company Details
- Employees
- 5
- Founded
- -
- Address
- 400 Renaissance Center,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- https://www.alprivatewealth.com
- HQ
- Detroit, Michigan
Alexander Legacy Private Wealth Management Questions
Alexander Legacy Private Wealth Management's website is https://www.alprivatewealth.com
Alexander Legacy Private Wealth Management's LinkedIn profile is https://www.linkedin.com/company/alexander-legacy-private-wealth-management
Alexander Legacy Private Wealth Management has
5 employees.
View email and phone details for 5
employees at Alexander Legacy Private Wealth Management.
Alexander Legacy Private Wealth Management's industry is
Investment Management
Alexander Legacy Private Wealth Management's top competitors are
Center For Financial Planning, Inc.®,
Sgh Wealth Management,
Waldron Private Wealth,
Lau & Lau Associates, Llc,
Bloom Advisors, Inc,
Hoover Private Wealth,
Carson Group,
Spartan Wealth Management,
Blue Chip Partners,
Greystone Financial Group Llc.
Alexander Legacy Private Wealth Management's categories are Investment Management
Alexander Legacy Private Wealth Management's founding year is 2021
