www.wlgprivateclient.com Open in urlscan Pro
34.149.87.45  Public Scan

Form analysis
0 forms found in the DOM

Text Content

top of page
Skip to Main Content

 * Offerings

 * About

 * Clients


 * Partners

 * Information

 * 360 Access


Log In


Success to Significance


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. 

WLG purpose
Offerings





DANIELLE & CHAD REYES

Once upon a day, in a not so distant past, was a young man named Chad and a
young woman named Danielle. The two children knew each other in middle school
and became friends. By the time they attended high school, they were best
friends. Years later, they did more than stay in touch, they were married. If
marriage wasn’t enough of a commitment, they went into business together. If
going into business together wasn’t enough, they went into the insurance
business. They had exhibited early signs of an astute and keen eye for listening
to clients which separated them from other firms just selling products.
 

This journey began 30 years ago and is far more successful and secure today than
ever before. Chad and Danielle have learned the emotional and intellectual
discipline entailed in a establishing a powerful marriage. They have also
watched the emotional rollercoaster many successful business owners and families
go through toward building a strong family legacy. 
A journey that began in 2003 as a traditional life insurance business has since
evolved into something much more. Chad and Danielle only learned this by
listening whole-heartedly to each other and even more to their clients. Their
clients wanted more, a system directed towards generational planning and how to
put their Family, First.
 

Successful families of today are looking for a trusted advisory team so, Mr. and
Mrs. Reyes put one together. It is a team that assists clients with strategic
navigation through lifelong personal and business decisions to alleviate family
concerns.
 

Wealth & Legacy Group was born out of listening and a need to prepare the next
generation with strategic intelligence and emotionally smart decision-making.
This can mean reducing their total tax liability, not just for today but, for
descendants yet to come. Thinking generationally is not just thinking in years
but, for the love and care of future generations.



We call these principles and discipline Family, First.


About

> Serving Successful Entrepreneurs

Clients


PARTNERS

CPAs

Family Offices


Partners

> 70%

> of uncoached families lose their assets & family harmony following the
> transition of the estate to the next generation.

> - Institute For Preparing Heirs
> 
>  

Information


WEALTH & LEGACY 360 ASSESSMENT

Take the Assessment


360 Access


© 2022 WEALTH & LEGACY GROUP | (646)-402-6300 | DISCLAIMER


WATCH OUR MOST RECENT DISCUSSION WITH FAMILY BUSINESS MAGAZINE ON
"ALIGNING YOUR TAX STRATEGY WITH
YOUR FAMILY'S PURPOSE, VISION AND VALUES"


x

 




Live
Your Video Title
Unmute
00:00 55:24




bottom of page