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More Than Advisors. Your Private Wealth Partners.
We specialize 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.
James P. Morrison
Chairman and CEO
Welcome To Legacy Private Wealth
Redefining The Traditional Wealth Management Experience
We venture beyond the limitations of conventional wealth management by delivering integrated, bespoke solutions that seamlessly align every aspect of your financial life.
- Complete integration of estate, tax, investments and more
- Refined process producing consistent, high-quality results
- Unbiased guidance rooted in fiduciary responsibility
- Boutique-level attention with institutional expertise
Trusted Over +1200 Client in The World
Our Clients
Who Do 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.
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Project Completes
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Years Experience
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Team Members
Our Team
Meet Our Expert Team
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James P. Morrison
Chairman and CEO
Anna Jenner
Financial Analyst
Bryan Floyd
Senior Trader
Watch Video
Clients Feedback
Our Client Reviews
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Client
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Client
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Client
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Client
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
- Home
- About Us
- Services
- Pricing
- Contact
Useful Links
- Privacy Policy
- Terms of Use
- Disclosure
- ADV 2A and Form CRS
- FAQ
Newsletter
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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.
Copyright © Legacy Private Wealth 2025. All rights reserved.
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