skip to main content
Main Menu
Wood Legacy Group, LLC Logo
  • About Us
    • Meet Our Team
  • Expertise
    • Growing Families
    • Healthcare Professionals
    • Entrepreneurs & Business Owners
    • C-Suite Executives & Professionals
    • Athletes & Entertainers
  • Client Login
    • eMoney
  • Contact Us

ENTREPRENEURS & BUSINESS OWNERS


You’ve built your business from the ground up, and you know the challenges of managing growth and planning for the future. We get it. At our firm, we help entrepreneurs like you protect what you’ve created and plan for what’s next. Whether it’s optimizing your cash flow, reducing tax liabilities, or planning for succession, we’re here to guide you every step of the way. Together, we’ll create a strategy that ensures your business continues to thrive and that your hard work pays off for years to come.

  • Business Succession

  • Exit Planning

  • Tax & Estate Planning Strategies

  • Key Person Protection & Compensation

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.

Click here

Our Location

5005 Lyndon B Johnson Fwy Ste 1600

Dallas, TX 75244

Wood Legacy Group, LLC Logo

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

Copyright . New York Life Insurance Company. All Rights Reserved.

Privacy Policy

NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf

Your Privacy Choices