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texaslegacywealth.com

Texas wealth management and wealth management service from Texas Legacy Wealth that is trusted for it's superior service and years of experience.

http://www.texaslegacywealth.com/

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CONTACTS AT TEXASLEGACYWEALTH.COM

Pellegrino & Associates Financial Services LLC

Enzo Pellegrino

40 NE L●●●●●●●STE 644

San ●●●●onio , TX, 78216

US

210●●●600
en●●@texaslegacywealth.com

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Pellegrino & Associates Financial Services LLC

Enzo Pellegrino

40 NE L●●●●●●●STE 644

San ●●●●onio , TX, 78216

US

210●●●600
en●●@texaslegacywealth.com

View this contact

Pellegrino & Associates Financial Services LLC

Enzo Pellegrino

40 NE L●●●●●●●STE 644

San ●●●●onio , TX, 78216

US

210●●●600
en●●@texaslegacywealth.com

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https://texaslegacywealth.com

Texas wealth management and wealth management service from Texas Legacy Wealth that is trusted for it's superior service and years of experience.

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1

Personal Advice | Texas Legacy Wealth Management

http://www.texaslegacywealth.com/personal-advice

Skip to main content. Our Mission and Values. You’re treated as a member of our family, not a number. At Texas Legacy Wealth Management, every client works with a personal Wealth Advisor. Your advisor thrives on an intensive one-on-one personal relationship and is backed by a professional team. This constant communication is important in order to make sure that you’re up to date with market events, your accounts, and that your financial plan is on track. Get the Latest News. Sign up for TLWM Blog.

2

Our Focus | Texas Legacy Wealth Management

http://www.texaslegacywealth.com/our-focus

Skip to main content. Our Mission and Values. Here’s what we can do for you:. We’ll approach your investments like true artisans. We’ll strive to look at things from every possible angle—constantly, critically, continuously. We’ll sweat the big stuff, the small stuff, and all the in-between stuff. We’ll always try to go well beyond proactive. Because that’s what our kind of personal service takes. We’ll stay in constant communication with you, in a variety of ways. Get the Latest News.

3

Financial Planning | Texas Legacy Wealth Management

http://www.texaslegacywealth.com/financial-planning

Skip to main content. Our Mission and Values. We offer a comprehensive Wealth Plan tailored specifically to your lifestyle choices and long-term goals. Whether you’re planning for your family’s future, seeking asset management, preparing for retirement, or planning to leave an estate, we will provide one-on-one guidance to help you pursue your goals. Your financial planning recommendations are signed off by a CFP. COMPREHENSIVE WEALTH PLANNING PROCESS. Analyze and evaluate your financial status. Sign up ...

4

Our Commitment | Texas Legacy Wealth Management

http://www.texaslegacywealth.com/our-commitment

Skip to main content. Our Mission and Values. Texas Legacy Wealth Management Client Commitment. Our commitment to you. Is the cornerstone of what we bring to the table. We focus on making the most appropriate recommendations based solely on what’s in your best interest. Proactive planning and investment management. That is based on rigorous, intense planning and assessment. We seek to maximize every dollar that you’ve worked hard to make. Fair and transparent fees. Get the Latest News. Investment advice ...

5

Our Team | Texas Legacy Wealth Management

http://www.texaslegacywealth.com/our-team

Skip to main content. Our Mission and Values. There is nothing more crucial to success—yours and ours—than a positive relationship. So, we will cultivate that relationship intensely. We will offer you a multi-faceted support system that, quite frankly, may astound you. This support system includes:. A Personal Wealth Advisor who is your primary contact, knows your account inside out, and makes it a point to keep you current and informed. Enzo T. Pellegrino, CFP. Simon Thompson, CFA. Simon Thompson, CFA.

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LINKS TO THIS WEBSITE

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Succession | Texas Legacy Wealth Management

http://www.tlwmadvisor.com/succession-planning

Skip to main content. TLWM provides all advisors a practice protection program in order to protect the value of their business. Have you thought about who will take care of your practice when you retire or in the event you become disabled? Your clients probably have. Whether it is a planned event, such as retirement, or an unexpected event, such as disability or death, advanced planning will address concerns you have regarding continuing support for your clients and your loved ones. How does it work?

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Personal Service | Texas Legacy Wealth Management

http://www.tlwmadvisor.com/personal-service

Skip to main content. Personal Service and Support. Say good-bye to call centers and hello to personalized support! We know how frustrating it can be to call into a call center, have no accountability and waste valuable time getting solutions. That’s why at TLWM you will have personalized service through our dedicated service 360 team. We are only a phone call away to help make your life easier. Phone: 210 541 8600. 40 NE Loop 410, Ste. 644. San Antonio, TX 78216. 2017 Texas Legacy Wealth Management.

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Comprehensive Financial Planning | Texas Legacy Wealth Management

http://www.tlwmadvisor.com/comprehensive-financial-planning

Skip to main content. Advisors will have access to TLWMs group of CFP Professionals and LPL Financial’s Financial Planning Department. We are here to support you, so you can aim to provide the best advice to your clients, increase efficiencies and spend more time in front of your clients and prospects. Phone: 210 541 8600. 40 NE Loop 410, Ste. 644. San Antonio, TX 78216. Investment Advice offered through Texas Legacy Wealth Management, a registered investment advisor and separate entity from LPL Financial.

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TLWM Team | Texas Legacy Wealth Management

http://www.tlwmadvisor.com/tlwm-team

Skip to main content. Enzo T. Pellegrino, CFP. Simon Thompson, CFA. Enzo T. Pellegrino, CFP. Simon Thompson, CFA. Jose M. Gonzalez. Enzo T. Pellegrino, CFP. Jose M. Gonzalez. Phone: 210 541 8600. 40 NE Loop 410, Ste. 644. San Antonio, TX 78216. Investment Advice offered through Texas Legacy Wealth Management, a registered investment advisor and separate entity from LPL Financial. 2017 Texas Legacy Wealth Management.

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What we believe | Texas Legacy Wealth Management

http://www.tlwmadvisor.com/what-we-believe

Skip to main content. Providing an advisor focused platform that aims to lower cost, increase productivity and better serve clients. Our goal is to enhance the quality of life for advisors by allowing them to spend more time deepening relationships with their clients, gathering more assets and enjoy being a financial advisor again. At TLWM, youre independent but never alone. We want you to have confidence to grow your business, because you know we are there to help you manage it. Think of us as a...Our C...

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Insurance | Texas Legacy Wealth Management

http://www.tlwmadvisor.com/insurance

Skip to main content. You’ll have an experienced team on your side to assist with case design and planning support for all insurance cases. You will have a streamlined process for submitting business, electronic applications, contracting and viewing commissions. Choose from a vast list of carriers to help meet your clients’ needs. Long Term care solutions. Disability insurance product information. Current status of pending business. Access to a vast list of carriers to help seek an suitable options.

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Compliance | Texas Legacy Wealth Management

http://www.tlwmadvisor.com/compliance

Skip to main content. With heightened regulations and increased scrutiny of the financial services industry, compliance supervision is a mandatory component of running your practice. Outsourcing compliance to TLWM helps to increase your face time with clients and prospects. By letting TLWM manage your compliance responsibilities, you can focus on your business again. Some of the areas our compliance team handles include:. Maintaining and updating RIA with regulatory bodies. Phone: 210 541 8600.

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Operations Support | Texas Legacy Wealth Management

http://www.tlwmadvisor.com/operations-support

Skip to main content. TLWM’s Service 360 team is dedicated to providing unparalleled 360 personal service. When day-to-day questions arise, you can count on TLWM’s Service 360 team to back you up on any customer support items your office may need. If you need help with client account maintenance, processing money movement, setting up new accounts and/or transfers, we are only a phone call away to help make your life easier. Phone: 210 541 8600. 40 NE Loop 410, Ste. 644. San Antonio, TX 78216.

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Asset Management Service | Texas Legacy Wealth Management

http://www.tlwmadvisor.com/asset-management-service

Skip to main content. TLWM’s Investment Committee strives to maximize every one of your clients’ hard earned dollars through proactive investment management. Phone: 210 541 8600. 40 NE Loop 410, Ste. 644. San Antonio, TX 78216. Investment Advice offered through Texas Legacy Wealth Management, a registered investment advisor and separate entity from LPL Financial. 2017 Texas Legacy Wealth Management.

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