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SERVICES 2018-03-08T22:19:20+00:00

Comprehensive Financial Planning

Our in-depth expertise in many different areas of finance allows us to provide comprehensive asset management and financial planning services for often complex situations.

Among our many comprehensive financial planning services are tax and estate planning, insurance protection and preservation of capital, education planning, retirement income distribution and charitable giving/legacy planning.

Growth and Preservation

Our experienced team manages the assets of families and professionals that have accumulated significant net worth, specializing in providing capital preservation strategies through the use of fixed income and alternative investments.

Among our many comprehensive financial planning services are tax and estate planning, insurance protection and preservation of capital, education planning, retirement income distribution and charitable giving/legacy planning.

Comprehensive Financial Planning services are the cornerstone of what the team at 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.

Helping Achieve Your Financial Goals

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, the team at Private Wealth Management can help you build a financial plan designed to work toward achieving your financial and lifestyle goals.

The team at 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.*

*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.

More Expertise

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

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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.