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Wealth Legacy Group, Inc.

Wealth Legacy Group, Inc. in San Diego, CA
4550 Kearny Villa RoadSuite 103, San Diego, CA 921231558
Nearest landmarks:
San Diego Gas & Electric Corporate Campus
(858) 569-0633
Compliment this business
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Polite staff 0 Wide selection 0

Contacts

Street address:
4550 Kearny Villa RoadSuite 103
City / suburb:
San Diego
County:
San Diego
State:
California
ZIP code:
921231558
Phone:
(858) 569-0633 (Primary Phone)
Social networks:
E-mail:
info@wealthlegacygroup.com
GPS Longitude:
-117.144271850586
GPS Latitude:
32.8225212097168

Business description

Trusted advisor to the exceptionally affluent business owner, executive and professional

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.

General information

Categories
Business data
Estimated number of employees: 5 to 9
Annual sales estimate: 0
City / suburb: San Diego, CA
County: San Diego
Products

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

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More details about this business

According to our records, this business is located at 4550 Kearny Villa RoadSuite 103 in San Diego (in San Diego County), California 921231558, the location GPS coordinates are: 32.8225212097168 (latitude), -117.144271850586 (longitude). Wealth Legacy Group, Inc. is categorized under Financial Consultants. Current estimates show that the unit has a sales volume of $$500,000 to $1 million and staff of approximately 5 to 9 people. You can contact the company by phone at (858) 569-0633.
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