• Client Center

    Unbiased, Independent Advice: Pure and Simple.

    We believe that a balanced portfolio, diversified among various asset classes is the most reliable way to meet your individual financial needs.

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  • Client Center

    A Knowledgeable and Experienced Team

    Our team approach allows each of our advisors to apply their unique skills and specialized knowledge for the benefit of the client, so we can address any set of financial circumstances, no matter how complex.

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    Community Involvement

    We are proud to be a part of the Orlando community and are actively involved in the area’s philanthropic, volunteer and extracurricular events.

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Financial Independence amid Unsteady Waters

Today’s challenging economic climate makes it more important than ever for affluent individuals to establish a coherent and customized long-term financial plan coupled with professional portfolio management. Financial independence can start with having an experienced team by your side. Our diversified expertise will act as your guide through circumstances both stable and unforeseen.

Our Mission

It is our mission to assist our clients in turning their hopes for the future into reality through the creation, management and preservation of wealth. This is accomplished by prioritizing goals, developing an achievable plan, and determining the ongoing strategies needed to implement the process. But the most important part of our mission is not something that’s written on paper: It’s the counseling, the coaching, the listening and the caring, as well as the knowledgeable and intelligent planning that we strive for in every relationship. That is our purpose.

Simply put, we help our clients enjoy their lives and pursue their goals.

In The News

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The Complexities of Becoming Simple

July 2014- Private Wealth Management President Patrick Buchanan

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Making the Marks

May/June 2014- Private Wealth Management President Patrick Buchanan

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The Habbit Loop

March/April 2014- Private Wealth Management President Patrick Buchanan

Private Wealth Management included in Orlando Business Journal's list of top 25 philathropic companies

November 2013

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When the Music Stops

Mar/Apr 2013- Private Wealth Management President Patrick Buchanan

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Lake Mary Life: Weather Investing

Jan/Feb 2013- Private Wealth Management President Patrick Buchanan’s,

Lake Mary Life Logo

Lake Mary Life: Watching the Sunset

Nov/Dec 2012- Private Wealth Management President Patrick Buchanan’s,

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Private Wealth Management Photos

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