Our History

Private Wealth Management was founded in 2002 as an independent, comprehensive wealth management firm focused on providing capital preservation. Private Wealth Management is 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.

Who We Are


In The News

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How to Gift Like a Billionaire

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

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Your Money or Your Life

September/October 2015- Private Wealth Management President Patrick Buchanan

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The Joy and Pain of Bubbles

May/June 2015- Private Wealth Management President Patrick Buchanan

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Alchemy 101

March/April 2015- Private Wealth Management President Patrick Buchanan

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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 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

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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,

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Lake Mary Life: Watching the Sunset

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

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