We are Hiring

Estate & Legal Specialist

Looking to add an in-house attorney well-versed in the wide range of estate and business documents that apply to both high net worth individuals and business owners. Although we do not prepare documents for our clients, we thoroughly analyze existing client documents for items that are possibly out of alignment with our client’s circumstances, facts, or stated goals. This attorney will work closely with all members of our wealth planning team. Apply here

Wealth Advisor

Tanglewood is looking to add a new Wealth Advisor to its team. The Wealth Advisor’s primary role is to serve the needs of Tanglewood clients by fostering authentic, deep, and long-lasting relationships. This is accomplished by providing in-depth wealth planning advice based on a full and complete understanding of each client’s unique financial goals, needs and resources. The Wealth Advisor also works with clients to initiate and oversee plan implementation and updates. Apply here