Skip to main content
Speak with a Planner

We are ready to start the conversation

We work with a select number of families each year. Initial consultations are complimentary and carry no obligation.

Office
801 International Pkwy, Suite 500 · Lake Mary, FL · 32746
Hours
Monday – Friday, 8am – 5pm PT

Schedule your discovery call.

A 45-minute introductory call to explore whether our approach aligns with your goals — no pitch, no pressure.

Investment advisory services offered through Grove Wealth Management, LLC, a registered investment adviser.

Serving Lake Mary, Heathrow, & Greater Orlando

Located on International Parkway, Traditions Wealth & Legacy Planning delivers personalized financial advice tailored to the unique economic landscape of Lake Mary and Seminole County. Whether you are navigating business succession, retirement planning, or multi-generational legacy preservation, our Lake Mary advisors provide the dedicated guidance you need to secure your family's future.

Traditions Wealth and Legacy Planning

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

(689) 323-5779