We exist to serve families who have an intentional desire to move from success to significance. We accomplish this by guiding successful entrepreneurs, industry leaders and generational families through a unique experience to fulfill the vision for their wealth and loved ones.
To learn more about our firm please visit www.WLGPrivateClient.com
Company Details
- Employees
- 9
- Founded
- -
- Address
- 255 Broadway,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthandlegacygroup.com
- Keywords
- Advanced Life Insurance Planning, Premium Financed Life Insurance, Intergenerational Split Dollar, The L.O.V.E. Based Multi-Generational Experience, L.O.V.E. "Legacy" Planning, Philanthropic Planning.
- HQ
- Bayonne, NJ
Wealth And Legacy Group Questions
Wealth And Legacy Group's website is wealthandlegacygroup.com
Wealth And Legacy Group's LinkedIn profile is https://www.linkedin.com/company/wealth-and-legacy-group
Wealth And Legacy Group has
9 employees.
View email and phone details for 9
employees at Wealth And Legacy Group.
Wealth And Legacy Group's industry is
Financial Services
Wealth And Legacy Group's top competitors are
Tesser & Cohen,
Steins & Vines,
Freudenberger Enterprises, Inc.,
Fortress Accounting,
Lions Pride Leadership Company,
Zachter Pllc,
Broad-Gauge,
Partnership For Miami,
Wealth And Legacy Group,
Iamempowering.org.
Wealth And Legacy Group's categories are Financial Services
Wealth And Legacy Group's founding year is 2010
