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LAKE MARY, FLORIDA OFFICE

Wealth Management & Estate Planning in Lake Mary, FL

Helping Central Florida families and business owners build, preserve, and pass down multi-generational wealth through customized financial strategies.

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

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