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| Street address: | 4550 Kearny Villa RoadSuite 103 | |
| City / suburb: | San Diego, CA | |
| Zip code: | 921231558 | |
| Phone: |
(858) 569-0633 (Primary Phone) |
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| Nearest landmark: | San Diego Gas & Electric Corporate Campus | |
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| E-mail: | info@wealthlegacygroup.com | |
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Wealth Legacy Group assists exceptionally affluent privately-held business and professional families with the growth, management, protection, distribution, and legacy issues of their wealth - their business succession & exit strategies - and in creating intention and integration between their business and personal lives.
- Business Services Professional Services Management Consulting Services Financial Consultants
| Estimated number of employees: | 5 to 9 | |
| Annual sales estimate: | 0 | |
| City / suburb: | San Diego, CA |
family wealth counseling, asset protection planning, business entity structure, captive insurance company consulting, philanthropic counseling, executive compensation plans, employee benefits plans consulting services, corporate tax planning services, retirement planning services, estate planning consulting services, investment advisory services, long term care insurance, disability insurance, life insurance, business succession planning