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C-SUITE EXECUTIVES & PROFESSIONALS


As a top executive, your financial situation is complex, and your time is precious. We specialize in helping professionals like you manage substantial incomes, stock options, and intricate investment portfolios. Our comprehensive financial strategies include executive compensation planning, risk management, and estate planning. Let us handle the complexities of your financial life, so you can focus on leading your company to new heights while ensuring your wealth grows and your legacy is secure.

  • Wealth Management

  • Retirement Planning

  • Estate Planning

  • Charitable Planning

  • Stock Options

  • Investment Management

Disclosure
As a New York Life Agent, Nelson Wood is licensed and authorized to offer insurance in California and Arkansas, but Wood Legacy Group, LLC may not be. For additional information on licensure status, please click here for California and/or click here for Arkansas.

For more information about NYLIFE Securities LLC and its investment professionals.

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Our Location

5005 Lyndon B Johnson Fwy Ste 1600

Dallas, TX 75244

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Get in Touch

(972) 774-2489
info@woodlegacygroup.com
  • About Us
    • Meet Our Team
  • Expertise
    • Growing Families
    • Healthcare Professionals
    • Entrepreneurs & Business Owners
    • C-Suite Executives & Professionals
    • Athletes & Entertainers
  • Client Login
    • eMoney
  • Contact Us

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