Luongo Wealth Management

Luongo Wealth Management No offers may be made or accepted from any resident of any other state.

James Luongo CLU, ChFC - Wealth Advisor

For 30 years, Jim has been guiding clients through their financial decisions so they can concentrate on what's truly important to them.

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial

and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

📅 June is National Men's Health Month. ☀️ With warmer weather around the country, it's a great time to reaffirm your ded...
06/01/2026

📅 June is National Men's Health Month.

☀️ With warmer weather around the country, it's a great time to reaffirm your dedication to your health.

👀 This means more than going for a run or going for a bike ride with the guys. It means taking a broader look at ways to take better care of both body and mind.

🩺 Don't skip your regular check in with your medical team. Don't ignore your mental health, either. And, yes, by all means, look into your fitness routine.

🌱 Taking steps now to improve your overall health will never be something you regret.

With summer here, your college student is probably enjoying some well-earned downtime. That's great—but I want to share ...
05/29/2026

With summer here, your college student is probably enjoying some well-earned downtime. That's great—but I want to share something that I believe is more important than any internship or summer job they could land this season. We are...

05/16/2026
Taxes can be a snapshot of our money, and tax season can make most of us feel like we have a clear view of that photo. T...
05/15/2026

Taxes can be a snapshot of our money, and tax season can make most of us feel like we have a clear view of that photo. That's because filing taxes is both a look at the past and a chance to create a roadmap for the future.Did you end...

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested...
05/13/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested. But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

Address

3553 SW Corporate Parkway
Palm City, FL
34990

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+17323320251

Website

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