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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.
Our Process
Legacy PLAN™ Framework
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Preparation
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Leverage
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Alignment
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Navigation
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Our Team
Meet Our Expert Team
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James P. Morrison
Chairman and CEO
Anna Jenner
Financial Analyst
Bryan Floyd
Senior Trader
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Project Completes
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Years Experience
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Team Members
Clarity Begins With a Conversation
Schedule your complimentary consultation today and experience how seamless wealth management transforms complexity into clarity.
Our Blog
Latest Articles
Phone
(813) 902-4844
info@legacypwmco.com
Office
Jalan Sunset Road No. 20
Hours
9:00 AM - 5:00 PM
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Quick Links
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