Our Team

With more than 60 years of combined experience, the advisors at Private Wealth Management bring deep, specific expertise to managing the portfolios of families and professionals with 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.

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 goal, 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.

Adam Goldstein

Director of Wealth Management, PWM


Carolyn Jones

Director of Client Development, PWM

Lauren Wright
CFP®

Financial Advisor, RJFS

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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