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Haven Wealth Group is a boutique Registered Investment Advisor (RIA) based in Houston, Texas, offering personalized wealth management, investment management, and comprehensive financial planning services. With a commitment to personal attention and clear communication, they strive to help clients achieve their financial goals and improve their lifestyle. As a privately owned firm, Haven Wealth Group invests in various asset classes, including equities, fixed-income, and real estate, providing a comprehensive approach to financial planning and investment management. Their transparent and independent operations, coupled with their expertise in 401k pension plans and strategic partnerships, set them apart in the often impersonal world of wealth management.Generated from the website

Tanglewood Legacy Advisors is a Houston-based firm specializing in Family CFO Services, offering comprehensive financial solutions for both families and businesses. With a team of experienced professionals, they provide insights, economic dashboards, and personalized wealth planning to help clients achieve their financial goals. Through their range of services including investment management, liquidity planning, and family concierge, Tanglewood Legacy Advisors aims to empower entrepreneurs and family stewards with the tools and expertise needed to navigate complex financial landscapes and secure a prosperous legacy for future generations.Generated from the website