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THE 200 YEAR WEALTH HORIZON

Build a legacy that spans generations

We guide multi-generational families through The 200 Year Plan which is a holistic stewardship framework aligning wealth, values, trust structures and succession strategy to help preserve your legacy across generations.

Speak with a plannerOur Approach
[ Lemar Williams has Two decades of experience & trusted credentials ]
CFP®
CPWA®
CTFA
CLU®
CEP®
AEP®
THE 200 YEAR PLANNING FRAMEWORK

Disciplines built for multi-generational growth

We deliver a unified suite of legacy services—calibrated specifically to your family's governance, timeline, and 200-year vision.

01

Generational governance & strategy

We facilitate family governance meetings and craft legacy vision documents to help ensure your core values and wealth purpose endure across future generations.

02

Retirement & lifetime continuity

Designed to help you sustain your ideal retirement lifestyle while architecting century-long capital reserves through dynamic cash flow models built for multigenerational stability.

03

Trusts & insurance Strategies

Help protect capital using specialized insurance strategies and enduring trust frameworks designed to minimize liability, probate, and tax exposure.

04

Tax & impact philanthropy

Mitigate multi-generational tax exposure while directing purposeful charitable giving to maximize your family's societal impact and estate efficiency.

05

200-year portfolio strategy

We structure dynamic investment portfolios designed for inflation resilience, risk-conscious capital preservation, and long-term compounding over multiple lifetimes while managing market volatility.

Our dedicated team

Dedicated stewards supporting your family's 200-year plan.

Our team brings together advanced financial credentials and a deep commitment to multi-generational stewarding. We go beyond traditional wealth management to build lasting personal relationships, helping ensure your family’s values, governance, and legacy are preserved for generations to come

Lemar Williams
Lemar Williams
Founder & President
Lemar Williams
Founder & President
Shaquana Nelson
Shaquana Nelson
Director of Client Relations
Shaquana Nelson
Director of Client Relations
Mayra Griffiths
Mayra Griffiths
Administrative Assistant
Mayra Griffiths
Administrative Assistant
Our legacy approach
“We built The 200 Year Plan on a single core belief: effective wealth management must extend beyond market cycles to help safeguard your family’s values across centuries.”

Backed by over two decades of advisory practice and advanced credentials including CFP®, CPWA®, CTFA, CLU®, CEP®, and AEP®, our firm provides clarity across generations. We believe wealth planning requires far more than short-term asset allocation; it demands structural estate design, tax optimization, and family governance built for a 200-year horizon.

We act as lifelong multi-generational stewards for every family we partner with. By unifying trust strategy, capital management, and legacy education, we strive to ensure every strategic decision made today is intended to help support your family foundation for the next two centuries.

Take the Next Step

Where will your family legacy be in 2126?

Begin with a private consultation. We partner with families to align capital with long-term vision—building the governance and structure required for 200 years of impact.

BEGIN YOUR 200 YEAR PLANtake the legacy quiz

Serving Lake Mary, Florida & beyond.

Located in Lake Mary, Florida, Traditions Wealth and Legacy Planning serves high-net-worth families throughout the greater Orlando metropolitan area, Central Florida and across the Southeast.

Traditions Wealth and Legacy Planning

801 International Pkwy, Suite 500 · Lake Mary, FL · 32746

(689) 323-5779

Check the background of this investment professional on FINRA's BrokerCheck.