Broker Check
813.286.2280

Go Your Own Way

You have goals, we have expertise. Together, we can chart a course to your financial success.

Learn More

A New Approach To Planning

The Mission of the Legacy Wealth Partners is to provide the best environment, resources, and platform for holistic financial planners so that their practices can experience exponential growth. We will accomplish this by working in a supportive and entrepreneurial atmosphere, with an ever-increasing number of high performance professionals who meet our standards of excellence. All business affairs are conducted with a strong sense of stewardship on behalf of our clients.

Clients

We create strategies that are tailored to your needs and goals. 

Learn more

Careers

Years of experience have prepared us to guide you through your life transitions.

Learn more

Brokerage

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Learn more

Articles and Insights

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn More
Surprises

Surprises

Making the most of surprises is a great reason to work with us.
Learn More
Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Learn More

Have a Question?

Thank you!
Oops!