Legacy Wellness Solutions was founded to help individuals and families navigate life’s transitions — from healthcare needs to financial security — with greater ease and peace of mind.
With decades of combined expertise across Wall Street, healthcare management, human resources, and retirement planning, our team offers a personalized approach rooted in real-world experience and genuine care.
Together, we bring a holistic perspective — ensuring you have the right plan, the right care, and the right advisors every step of the way.
As the founders Legacy Wellness Solutions, we are deeply committed to serving the Gulfport, St. Petersburg, and Tampa communities with more than just expert advice — we’re building trust through shared knowledge. Our mission is to empower individuals and families with the tools, understanding, and personal connection needed to make informed decisions and live with greater peace of mind at every stage of life.
So we’ve pulled together a collection of videos and blogs delivers expert insights across healthcare, wealthcare, and wellness planning. With practical advice and proven strategies, we’re here to help you take control of your future and navigate each stage of life with clarity and confidence.
At Legacy Wellness Solutions, we go beyond numbers — we craft personalized wealth plans that grow with you through every stage of life.
At Legacy Wellness Solutions, we help you take control of your health journey with thoughtful, proactive planning for the years ahead.
At Legacy Wellness Solutions, we take the time to truly understand your unique journey, offering personalized strategies that evolve with you. With deep expertise across healthcare, financial planning, and life transitions, we deliver trusted guidance and tailored solutions that put your needs — and your peace of mind — first.
We have spent our lifetimes building knowledge, expertise, and unwavering integrity. We feel privileged when our clients trust us to use these tools to help guide them and their family through life’s most important decisions. Whether it’s securing quality healthcare, designing guaranteed income plans, empowering your financial independence, or supporting caregiver wellness, we’re here with real-world solutions you can trust — every step of the way.
Helping you secure quality care while protecting your independence, dignity, and financial security.
Designing income solutions you can count on — so you can focus on living fully, not worrying about running out of resources.
Providing tools, monitoring, and solutions to support caregivers — because taking care of others starts with taking care of yourself.
Prefer a more hands-on approach? We offer guidance to empower you to manage your own plans with expert support behind you.
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