Personalized Financial Planning

Comprehensive financial planning

Comprehensive Financial Planning services are the cornerstone of what Private Wealth Management provides to individuals and families seeking to invest, preserve and manage wealth over time. We utilize a tailored process to develop strategies for goal achievement with a special attention toward reducing downside risk.

While comprehensive financial planning yields the most benefit for our typical client, modular planning is also available to address the following:

Retirement Income Distributions Tax and Estate Planning
Insurance Management Retirement Planning
Education Planning Long Term Care Needs Analysis
Charitable Giving & Legacy Planning Small Business Planning

Whether you are seeking to build a retirement wealth strategy, educate your children or grandchildren, begin taking retirement income, or assure the efficient transfer of your legacy to your heirs, Private Wealth Management can help you build a financial plan designed to work toward achieving your financial and lifestyle goals.

Asset management

Private Wealth Management favors a conflict-free, approach to asset management advice always putting the client’s best interest first. The fee based advisory approach minimizes the potential for conflicts that may occur when a traditional commission based advisor makes a particular product recommendation. Because we earn a management fee on the assets, our interests are aligned with the clients at all times. Our investment recommendations are based on our knowledge, experience, and access to a wide range of independent research. With fee based guidance on your assets, you can be sure you are getting the most objective opinion from your financial advisor.*

24/7 access to account information and activity: Pure and Simple

All clients enjoy a secure, customized website that will allow you and designated family members to see a complete real-time snapshot of every financial balance you have across financial accounts and institutions. With your permission, the site can be accessed by your other trusted advisors, including attorneys and CPAs.

Financial planning clients can opt for complete aggregation of balances from checking, savings, investment accounts, credit card companies and mortgage companies to have an accurate, daily net worth statement that dynamically overlays their financial plan, enabling them to see if they are on track every step of the way.

*Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm's Form ADV Part II as well as the client agreement.

What We Do

In The News


How to Gift Like a Billionaire

January/February 2016- Private Wealth Management Financial Advisor Lauren Wright


Your Money or Your Life

September/October 2015- Private Wealth Management President Patrick Buchanan


The Joy and Pain of Bubbles

May/June 2015- Private Wealth Management President Patrick Buchanan


Alchemy 101

March/April 2015- Private Wealth Management President Patrick Buchanan


The Complexities of Becoming Simple

July 2014- Private Wealth Management President Patrick Buchanan


Making the Marks

May/June 2014- Private Wealth Management President Patrick Buchanan


The Habit 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


When the Music Stops

Mar/Apr 2013- Private Wealth Management President Patrick Buchanan


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,

View More