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ABOUT 2018-03-08T21:55:06+00:00

A Bit About Us

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

With more than 60 years of combined experience, the advisors at Private Wealth Management at Heathrow of  bring deep, specific expertise to managing the portfolios of families and professionals with a high net worth. We are actively involved in the Central Florida community and provide a high level of service and personal involvement with our client base.

Meet The Team

Private Wealth Management was founded in 2002 as an independent, comprehensive wealth management practice focused on providing capital preservation. The advisors at Private Wealth Management are dedicated to providing unbiased, fee-based advice and services, including asset management, financial planning, tax and estate planning, insurance protection and preservation of capital, education planning, retirement income distribution and charitable giving/legacy planning.

Patrick R. Buchanan
Patrick R. Buchanan
President, PWM
Financial Advisor, RJFS, CFP®, ChFC®, CLU®
Adam M. Goldstein
Adam M. Goldstein
Chief Operating Officer, PWM
Financial Advisor, RJFS
Lauren Wright
Lauren Wright
Financial Advisor, RJFS, CFP®
Carolyn Jones
Carolyn Jones
Director of Client Development, PWM

Many of our clients are current or former business owners; others are professionals with busy practices of their own. They’ve worked hard to achieve success. They are focused upon investing their assets to help achieve their goals, funding their children’s or grandchildren’s education, taking retirement income in a tax favored manner, and transferring their wealth efficiently to their heirs.

The team at Private Wealth Management provides expertise in tax efficient asset management, retirement income distribution and wealth transfer strategies. Our team approach allows each of our advisors to apply their skills and specialized knowledge for the benefit of the client, enabling us to address any set of financial circumstances, no matter how complex.

Ready to Talk?

Contact Us

CONTACT US

1540 International Parkway, Suite 3030
Lake Mary, FL 32746
Phone: 407.804.1444
Toll Free: 800.700.2850
Fax: 407.805.0041
E-mail: info@privatewealthmgmt.com

DISCLAIMER

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Private Wealth Management at Heathrow is not a registered broker/dealer and is independent of Raymond James Financial Services.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner ™ and federally registered   in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.