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About Us

Our firm proudly sets the standard in seamless wealth management—where comprehensive strategy, structure, and execution align.

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
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Fiduciary First

Our wealth advisors serve as true fiduciaries — offering guidance that is grounded in integrity, alignment, and trust.

Independent Insight

As an independent firm, we provide unconflicted advice refined by experience and free from institutional influence.

Unified Strategy

Financial, tax, and estate planning brought together to produce greater clarity, confidence, and continuity.

Our Process

Legacy PLAN™ Framework

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.

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  • Preparation

    True clarity begins with intention. We help you define your goals, organize your structures, and prepare your estate so every decision supports the legacy you envision.

  • Leverage

    Our team of dedicated specialists works collaboratively across every dimension of your wealth. By combining deep technical knowledge with constant communication, we transform individual expertise into a unified, high-impact strategy.

  • Alignment

    Each element of your wealth strategy is synchronized to move toward a single purpose: your lasting legacy. When every component aligns, efficiency and clarity follow.

  • Navigation

    As your life and priorities evolve, we provide ongoing guidance to keep your plan on course. Navigation ensures your strategy remains as dynamic as the life it serves.

Our Team

Meet Our Expert Team

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James P. Morrison

James P. Morrison

Chairman and CEO

Anna Jenner

Anna Jenner

Financial Analyst

Bryan Floyd

Bryan Floyd

Senior Trader

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Clarity Begins With a Conversation

Schedule your complimentary consultation today and experience how seamless wealth management transforms complexity into clarity.

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Insights & Case Studies

Latest Articles

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Phone

(813) 902-4844

Email

info@legacypwmco.com

Offices

Ocala, Tampa, Clearwater

Hours

9:00 AM - 5:00 PM

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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.

 

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