• ILG Private Wealth

  • ILG Private Wealth
    Categories

    Financial Services

    About Us

    Local Advisor serving Wesley Chapel, Land O' Lakes, Lutz, North Tampa, Trinity,and Odessa
    We come to your home or place of business, restaurant or the most convenient location for you to meet.

    If you would like a complimentary review or second opinion of your investments, insurances, or current planning please contact us at 813-591-0538 or jbp@ilgpw.com

    Fiduciaries
    With over 100 years of combined professional experience acting as true fiduciaries to our clients, ILG was founded on one core principal: “Act in our client’s best interest at all times… Without exception.”

    Expertise
    In addition to experience as investment advisors, our professionals have extensive experience as sophisticated attorneys, hedge fund managers, tax advisors, CFOs, CEOs, and COOs of successful closely-held businesses.

    Alternative Investments
    Many of our families want more than traditional stocks and bonds. Our investment professionals help source and analyze alternative private equity investments that integrate with our traditional investments.

    Integrated Planning
    By acting as your family CFO, we manage your investments and coordinate the services of your trusted advisors to create, manage and adjust an INTEGRATED FAMILY PLAN.

    Access and Due Diligence
    By leveraging our relationships across multiple investment management platforms, ILG has regular access to investment managers at the highest levels and the benefits of a disciplined ongoing approach of due diligence to insure integrated availability to innovative investment strategies.


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    Jim Plummer Local Advisor

    Rep/Contact Info

    John Lannucci
    Registered Investment Advisor
    Pia Oliver
    Office Manager
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    Jim Plummer
    Investment Advisor Representative