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Alexander Legacy Private Wealth Management

Alexander Legacy Private Wealth Management

投资管理

Detroit,Michigan 1,074 位关注者

Amplifying our client's legacy through philanthropy, impact and purpose is our focus.

关于我们

Alexander Legacy Private Wealth Management is a black owned and women led full service investment firm that will help you and your family reach your financial goals, invigorate your philanthropic ambitions, and amplify your family’s legacy. OUR VISION To be a culturally diverse wealth management firm with a focus on amplifying our client’s legacy through philanthropy, impact, and purpose. OUR MISSION We want to help 100,000 families build, protect and transfer multi-generational wealth through legacy, philanthropy and impact. OUR SERVICES *Asset Management *Financial Planning *Risk Management *Estate Planning *Life Insurance *Investment Education Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. To visit website of FINRA and SIPC, please copy and paste https://www.finra.org/ and/or https://www.sipc.org/ into the web address box of your internet browser.

网站
https://www.alprivatewealth.com
所属行业
投资管理
规模
2-10 人
总部
Detroit,Michigan
类型
私人持股
创立
2021

地点

  • 主要

    400 Renaissance Center

    Suite 2600

    US,Michigan,Detroit,48243

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