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.

Can you put a dollar figure on being healthy?One study that compared active and inactive adults found that healthcare co...
06/15/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

Markets don't take vacations. But your strategy is built for the bumps.
06/10/2026

Markets don't take vacations. But your strategy is built for the bumps.

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, ...
06/08/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article.

Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple.

What habit has made the biggest difference for you?

June 5th is World Environment Day 2026, a day dedicated to uniting people globally for climate action. The day underscor...
06/05/2026

June 5th is World Environment Day 2026, a day dedicated to uniting people globally for climate action. The day underscores the urgent need to address rising temperatures, collapsing ecosystems, and the increasing frequency of extreme...

📅 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...

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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