Charis Legacy Partners
Financial Services • 
Phoenix, Arizona, United States • 1-10 Employees
Company overview
| Headquarters | 29834 N. Cave Creek Rd, Suite 118, Cave Creek, Arizona 85331, US |
| Phone number | +16233039705 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Insurance Planning, Charitable Planning, Retirement Planning, Estate Planning, Investment Management, Legacy Planning, Planned Giving, Cashflow Planning |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Charis Legacy Partners
Scott Monk
Founder and CEO
Charis Legacy Partners Email Formats
Charis Legacy Partners uses 1 email format. The most common is {first initial} (e.g., j@charislegacy.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@charislegacy.com | 100% |
About Charis Legacy Partners
Everyone leaves a financial legacy – some good, some bad – but leaving the one you want requires skillful planning. Whether your goal is simply to avoid becoming a burden to your kids in retirement or as ambitious as leaving hundreds of millions of dollars to the charitable causes you believe in, at Charis Legacy Partners, we partner with you in that journey. We help you craft the story you want your legacy to tell, develop a customized roadmap for getting you there, then walk with you every step of the way to execute on that plan. Charis (pronounced KAIR-iss) is the Greek word used in the Bible for grace, or unmerited favor, and it connotes something given freely without expectation of anything in return; it’s the root word from which the English word charity is derived. We chose the name Charis Legacy Partners to reflect our specialized focus on serving the unique needs of clients for whom leaving a legacy of giving back is a prominent aspect of their financial goals. We live and breathe legacy planning. If you're interested in cementing a financial legacy of giving back, download our free eBook for a goldmine of financial planning strategies that will help you to maximize your lifetime legacy giving impact: https://bit.ly/3qKgb6o
Charis Legacy Partners revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Charis Legacy Partners has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Charis Legacy Partners has never raised funding before.
Charis Legacy Partners Tech Stack
Discover the technologies and tools that power Charis Legacy Partners's digital infrastructure, from frameworks to analytics platforms.
Security
Caching
Mobile frameworks
Form builders
Video players
JavaScript libraries
CDN
Advertising
Performance
JavaScript libraries
Miscellaneous
Spain
United Kingdom
Czechia
Romania
Frequently asked questions
4.8
40,000 users
