Simplicity Wealth Tampa Bay2026-04-14T20:22:58+00:00

Simplicity Wealth Tampa Bay

Money is personal. We believe investors deserve a partner that will provide them with a bespoke financial experience tailored to their needs and objectives.

A Disciplined, Holistic Foundation

Simplicity Wealth Tampa Bay is a comprehensive financial services firm with local advisors dedicated to helping Tampa Bay‘s residents and beyond navigate their financial journey with confidence.

Our approach is built on holistic planning, where investment and insurance solutions work in concert. By viewing your financial landscape as a whole, we design integrated strategies that support a holistic plan tailored to meet your unique needs and achieve your long-term goals.

The foundation of each plan is based on understanding:

  • Impact of Key Considerations: How six fundamental financial planning considerations may impact your financial life and which strategies may be implemented to help mitigate their effects.
  • Wealth Optimization: How to effectively accumulate and protect your wealth over time, aligned with your risk tolerance and investment preferences.

Our mission is to help investors gain confidence through a dedicated, personalized approach to their finances. We provide strategic guidance that empowers our clients to make informed decisions for their financial futures.

Team

Vincent Munno CFP®, CLU

Partner/Advisor

Steven Heller CES

Insurance Specialist

Richard “Richie” Holle

Insurance Specialist

Hazely Lopez

Client Relations Specialist

Simplicity Wealth Senior Leadership

Services

Income Planning

Ensure your retirement income lasts as long as you do.

We help you create a reliable, tax-efficient income stream by integrating Social Security, pensions, annuities, and investments. The result is a sustainable withdrawal strategy you can count on throughout retirement.

Investment Planning

Grow and protect your nest egg with purpose.

Our investment strategies are customized to match your risk tolerance, time horizon, and retirement goals. We focus on asset allocation, downside protection, and consistent performance—not speculation.

Tax Planning

Keep more of what you’ve earned.

Smart tax planning is essential in retirement. We work with tax professionals to help you minimize tax liabilities through Roth conversions, withdrawal sequencing, charitable giving strategies, and more.

Long-Term Care Planning

Prepare today so you’re not caught off guard tomorrow.

We help evaluate your options for long-term care coverage, balancing affordability with quality care to protect your assets and preserve your independence.

Healthcare Planning

Make confident Medicare and health coverage decisions.

Healthcare can be one of the biggest expenses in retirement. We assist in estimating costs, understanding Medicare choices, and integrating those expenses into your retirement plan.

Legacy Planning

Leave a legacy that reflects your values.

We help you plan how your assets will be distributed, protected, and preserved for future generations—while also reducing probate costs, taxes, and family stress.

Annuities

Protect your principal while generating guaranteed income.

Fixed Indexed Annuities (FIAs) and other annuity options can offer growth potential, income guarantees, and even tax mitigation strategies. We’ll help determine if an annuity fits your plan.

Media

Financial Videos

Guides

Tax Planning Guide
Work To Reduce Your Taxes 

Retirement & Inflation Guide
What To Know And How To Prepare

Social Security Guide
What To Know And How To Maximize

Blog

Events

Events in April 2026

  • There are no events scheduled during these dates.

Contact

Tampa Office:

1881 W Kennedy Boulevard,
Suite D,
Tampa, FL 33606

Clearwater Office:

1499 Gulf to Bay Boulevard,
Clearwater, FL 33755

Our Phone:

(833) 832-1499

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