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Monday 7:30am - 4:30pm Tuesday 7:30am - 4:30pm Wednesday 7:30am - 4:30pm Thursday 7:30am - 4:30pm Friday 7:30am - 4:30pm

Tanglewood Legacy Advisors, LLC

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Tanglewood Legacy Advisors, LLC

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Entrepreneurs, executives and private business owners turn to Tanglewood Legacy Advisors as their Family CFO.

Tanglewood Legacy Advisors, LLC is a Private Wealth Advisory Firm that develops Wealth Planning and Investment Management strategies for entrepreneurs, corporate executives, and family stewards. We coordinate, navigate and synchronize the complex web of tax, legal, investment, asset preservation and philanthropic issues that successful families often face.

10/01/2026

Fall is here, and with the busyness of the season and year-end quickly approaching, it’s easy for a few things to slip down the priority list.

Consider this a simple reminder that we’re here when you need us.

Whether you have a question, need guidance, or simply want to touch base before year-end, don’t hesitate to reach out. We’re just a call or email away.

09/29/2026

Planning for College? The 2027–2028 FAFSA Window is Approaching

For families with students entering or continuing college during the 2027–2028 academic year, proactive planning is key to maximizing financial aid opportunities.

The 2027–2028 FAFSA opens on October 1, 2026. To ensure a smooth application process, we recommend completing these foundational steps early:

Create or verify your StudentAid.gov account: Both the student and required contributors (parents/guardians) will need an active FSA ID.

Gather financial records: Keep your 2025 tax returns, W-2s, and income documentation accessible (FAFSA uses the "prior-prior year" tax data).

Identify key contributors: Determine which parent(s) or legal guardian(s) must provide financial information based on federal guidelines.

Track priority deadlines: Institutional, state, and scholarship aid is frequently awarded on a first-come, first-served basis. Early submission secures maximum eligibility.

While the federal deadline extends through June 30, 2028, individual college and state priority dates arrive much sooner.

As part of our Family CFO approach, we help families seamlessly integrate higher education funding into their long-term wealth strategy. Reach out to our team if you have questions on cash flow management, 529 planning, or navigating financial aid requirements.

www.family-cfo.com

09/25/2026

There seems to be a National Day for just about everything. But every now and then, one offers a pretty good reminder.

September 25 is National Tune-Up Day, traditionally a reminder to make sure your home’s heating system is ready for the season ahead.

We think your financial life deserves a tune-up, too.

As we head into the final quarter of the year, it’s a good time to check under the hood:

• Are your financial goals still on track?
• Have there been changes in your income, business or family?
• Are there tax-planning opportunities to consider before year-end?
• Do your estate plan, insurance and investments still reflect where you are today?

A good financial plan isn’t something you build once and put on a shelf. It should change as your life changes.

Consider this your reminder to make sure everything is still running the way it should.

09/17/2026

Some of the most important financial planning conversations don’t start with money.

They start with questions like:

Can I actually retire when I want to?
What happens to my family if something happens to me?
How do I help my kids without jeopardizing my own future?
What will selling my business mean for the rest of my life?
Am I missing something I should be planning for?

At Tanglewood Legacy Advisors, we believe good planning starts by understanding what’s happening in your life, then bringing all the financial pieces together around it.

Because sometimes the question keeping you up at night isn’t really a financial question.

But having a plan can help you sleep a little better.

09/15/2026

Fall is right around the corner. 🍂

Of course, here in Texas, someone may want to mention that to the weather. With temperatures still hovering around 100 degrees, it doesn’t exactly feel like sweater season just yet. ☀️

But the calendar says otherwise, and with fall comes another important milestone: the fourth quarter.

It’s a natural time to look at what has changed since the beginning of the year, what still needs attention and what you want to accomplish before 2026 comes to a close.

Year-end planning doesn’t have to wait until year-end.

As we head into the final stretch of the year, the Tanglewood Legacy Advisors team is here to help make sure your financial plan keeps pace with your life.

09/14/2026

A quick reminder: Q3 estimated tax payments are due tomorrow, September 15, 2026.

If you make quarterly estimated payments, now is a good time to make sure yours is on your radar. Staying current can help minimize potential penalties and make year-end tax planning a little smoother.

If you have questions about your estimated payment or would like help reviewing your options, please reach out to our team. We’re always happy to help.

09/11/2026

Today, we remember the lives lost on September 11, 2001, honor the courage of the first responders and ordinary Americans who stepped forward, and hold close the families whose lives were forever changed.

Twenty-five years later, we remember.

09/09/2026

We’re proud to see Manjula Shaw, CFP®, CDFA® representing Tanglewood Legacy Advisors at the Houston Metropolitan Paralegal Association Annual Conference on September 18.

Manjula will join attorney Leslie Turnage for a panel discussion on Collaborative Divorce, bringing the financial planning perspective to a conversation where legal and financial decisions are often deeply intertwined.

Divorce can involve far more than dividing assets. Understanding the long-term financial impact of the decisions made during the process can be an important part of helping individuals move forward with greater clarity and confidence.

We’re grateful to the Houston Metropolitan Paralegal Association for including Manjula in this important conversation and proud to have her sharing her knowledge with Houston’s legal community.

Way to represent Tanglewood Legacy Advisors, Manjula! 👏

09/07/2026

Labor Day is a good reminder that behind every business, every goal and every success story are people who show up and do the work.

Today, we celebrate the dedication, talent and effort that keep our businesses, communities and families moving forward.

From all of us at Tanglewood Legacy Advisors, we wish you a safe and relaxing Labor Day weekend. We hope you find a little time to step away, recharge and enjoy the people who make life good.

09/03/2026

A party you didn’t see coming. An unexpected weekend away. Flowers on a random Tuesday.

Your finances? Maybe not so much.

Your tax bill, cash flow, retirement readiness, and overall financial picture shouldn’t feel like a season finale you didn’t see coming.

Good financial planning can’t eliminate every surprise life throws your way. But it can help you understand where you stand, what may be coming next, and where adjustments might make sense.

Life can keep the plot twists. Your financial plan doesn’t need them.

Address

One Riverway, Suite 1550
Houston, TX
77056

Opening Hours

Monday	7:30am - 4:30pm
Tuesday	7:30am - 4:30pm
Wednesday	7:30am - 4:30pm
Thursday	7:30am - 4:30pm
Friday	7:30am - 4:30pm

Website

http://www.family-cfo.com/

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