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More Than Advisors. Your Private Wealth Partners.
Specializing in simplifying complex financial challenges, utilizing seamless strategies that unite every aspect of wealth management into one cohesive plan.
Wealth Management
Comprehensive guidance that aligns every piece of your financial life into one clear plan.
Investment Management
Disciplined, tax-efficient strategies designed to preserve and grow your wealth with purpose.
Estate Planning
Protecting what you’ve built and ensuring your legacy endures across generations.
Welcome To Legacy Private Wealth
Elevating The Traditional Wealth Management Experience
Venturing beyond the limitations of conventional wealth management, our firm delivers integrated, bespoke solutions that seamlessly align every aspect of your financial picture.
- Complete integration of estate, tax, investments and more
- Refined process producing consistent, high-quality results
- Boutique-level service paired with institutional expertise
- Unbiased guidance rooted in fiduciary responsibility
Free Guide
Tips to Help Avoid "Market Panic" Reaction
Free Guide
Tips to Help Avoid "Market Panic" Reaction
Our Clients
Who We Serve
From multi-generational families to first-generation wealth creators, we guide those navigating complex financial lives with comprehensive, concierge-level planning.
Individuals & Families
Comprehensive strategies to protect, preserve, and grow family wealth across generations.
Business Owners
Guidance to unlock value, reduce complexity, and align your business success with your personal legacy.
Corporate Executives & Professionals
Tailored planning to simplify compensation, optimize tax strategy, and secure long-term financial clarity.
Our Process
Create Your Legacy PLAN™
Your Legacy PLAN™ is more than a financial roadmap. It’s a comprehensive framework that integrates estate planning, tax strategy, investments, and risk management into one seamless process tailored to you.
Watch Client Stories
Client Experience
From Our Clients
Our clients’ experiences reflect the care and clarity we bring to every relationship. Hear how thoughtful planning and personalized guidance make a lasting difference.
Carol & David M.
Tampa, FL
“We’d worked with several advisors before moving to Florida, but this team brought a level of organization and care we hadn’t experienced anywhere else.”
Rebecca T.
West Palm Beach, FL
“They took something that always felt complicated and made it simple. Every meeting leaves me more confident about where I’m headed.”
Robert C.
Boston, MA
Clarity Begins With a Conversation
Schedule your complimentary consultation today and experience how seamless wealth management transforms complexity into clarity.
Insights
Latest Articles
Phone
(813) 902-4844
info@legacypwmco.com
Offices
Ocala, Tampa, Clearwater
Hours
9:00 AM - 5:00 PM
Quick Links
Newsletter
Stay informed with insights and updates from our team—helping you make confident, informed decisions about your financial future.
Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Legacy Private Wealth LLC. Legacy Private Wealth LLC is a separate and unaffiliated entity from Simplicity Wealth.
© 2025 Copyright – Legacy Private Wealth. All rights reserved.
"They guided us through updating our estate and involving our kids in the process. It wasn’t just planning—it was education and peace of mind for our whole family."