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    Wealth And Legacy Group

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    Description

    • L.O.V.E. Based Multi-Generational Planning Firm specializing in Private Client Advanced Life Insurance PlanningWLG Serves the Following Clientele:Matriarchs and Patriarchs of Highly Successful Family Businesses2nd or 3rd Generation Leaders of Highly Successful Family BusinessesSerial Entrepreneurs of Highly Successful EnterprisesInfluential Industry Leaders (C-Suite Executives, Hedge Fund General Partners, Athletes, Entertainers, TV/Radio Personalities, Etc.)Many of WLGs Clientele Utilize Life Insurance to Achieve the Following Objectives:Provide Liquidity to Fund Estate Tax LiabilitiesAccumulate assets via a Tax Efficient Time-Tested Asset ClassMagnify Philanthropic DonationsEstate Equalization PurposesThe following list of core values reflects what is truly important to us as an organization. These 6 core values are the foundation of all we do at Wealth and Legacy Group.L.I.S.T.E.N. Life Long Learner We continually strive to improve daily since our clients and strategic partners deserve this level of commitmentIntentional We continually strive to be laser beam focused for the betterment of our clients and strategic partnersStewardship We continually strive to be careful and responsible in managing the relationships which have been entrusted to usTeamwork We continually strive to increase communication and collaboration with our team, clients and their team of advisorsExcellence A spirit of excellence is the standard at our firm, anything less is unacceptableNon-Attachment We continually strive to do the absolute best we can without being attached to the financial compensation we receiveTo learn more about our firm please visit www.WLGPrivateClient.com
    • location

      Headquarters:1000 South Avenue Suite Ll2, Staten Island, New York, United States

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    • Wealth And Legacy Group phone

      Phone Number: +1 646-402-6300

    • Wealth And Legacy Group website

      Website: https://www.wealthandlegacygroup.com

    • Wealth And Legacy Group employees

      Employees:2

    • Wealth And Legacy Group revenue

      Revenue:$0 - 1M

    • Wealth And Legacy Group legal name

      Legal Name:Wealth And Legacy Group

    • Wealth And Legacy Group's Social Media

      Wealth And Legacy Group linkedin
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    • |  NAICS Code: 524210  |

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    Person level website identification

    CEO for Wealth And Legacy Group

    Chad Reyes

    Co-Founder, President And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Danielle Reyes

    Co-Founder, Partner And Cro

    Frequently Asked Questions regarding Wealth And Legacy Group

    • Where are Wealth And Legacy Group's Headquarters?

      Wealth And Legacy Group's Headquarters are in 1000 South Avenue Suite Ll2,Staten Island,New York,United States

    • What is Wealth And Legacy Group's phone number?

      Wealth And Legacy Group's phone number is +1 646-402-6300

    • What is Wealth And Legacy Group's official website?

      Wealth And Legacy Group's official website is https://www.wealthandlegacygroup.com

    • What is Wealth And Legacy Group's Revenue?

      Wealth And Legacy Group's revenue is $0 - 1M

    • What is Wealth And Legacy Group's NAICS code?

      Wealth And Legacy Group's NAICS code is 524210

    • How many employees are working in Wealth And Legacy Group

      Wealth And Legacy Group has 2 employees

    • What is Wealth And Legacy Group's Industry?

      Wealth And Legacy Group is in the industry of Financial Services

    • Who is Wealth And Legacy Group's CEO?

      Wealth And Legacy Group's CEO is Chad Reyes

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